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Farther Finance Advisors’s Blue Owl Capital OWL Stock Holding History

Farther Finance Advisors’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$612K Buy
70,007
+43,117
+160% +$410K ﹤0.01% 1406
2026
Q1 		$234K Buy
26,890
+8,853
+49% +$107K ﹤0.01% 1909
2025
Q4 		$269K Buy
18,037
+12,724
+239% +$199K ﹤0.01% 1718
2025
Q3 		$89.9K Buy
5,313
+3,633
+216% +$69.1K ﹤0.01% 2091
2025
Q2 		$32.3K Buy
1,680
+314
+23% +$5.81K ﹤0.01% 2372
2025
Q1 		$27.9K Buy
1,366
+243
+22% +$5.46K ﹤0.01% 2202
2024
Q4 		$26.1K Sell
1,123
-82
-7% -$1.88K ﹤0.01% 1971
2024
Q3 		$23.3K Sell
1,205
-5,012
-81% -$89.5K ﹤0.01% 2013
2024
Q2 		$111K Buy
6,217
+5,496
+762% +$101K 0.01% 1091
2024
Q1 		$13.4K Hold
721
– – ﹤0.01% 1636
2023
Q4 		$10.7K Buy
721
+637
+758% +$8.57K ﹤0.01% 1575
2023
Q3 		$1.09K Sell
84
-29
-26% -$346 ﹤0.01% 2061
2023
Q2 		$1.32K Buy
113
+100
+769% +$1.08K ﹤0.01% 1892
2023
Q1 		$144 Hold
13
– – ﹤0.01% 2255
2022
Q4 		$138 Buy
+13
New +$137 ﹤0.01% 2101

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Farther Finance Advisors's OWL Position: Q2 2026 in Review

Farther Finance Advisors increased its Blue Owl Capital (OWL) stake by 160% in Q2 2026, buying an estimated $410K and bringing the position to 70,007 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Farther Finance Advisors first reported a position in OWL in Q4 2022 and has held it in 15 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Farther Finance Advisors held 70,007 shares of Blue Owl Capital worth $612K as of Q2 2026.
  • Farther Finance Advisors bought 43,117 Blue Owl Capital shares in Q2 2026, an estimated $410K.
  • Blue Owl Capital made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1406 holding.
  • Farther Finance Advisors first reported a position in Blue Owl Capital in Q4 2022 and has held it in 15 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.