Fiduciary Trust’s Blue Owl Capital OWL Stock Holding History

Fiduciary Trust’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	$402K	Buy	45,966 +156	+0.3%	+$1.48K	﹤0.01%	661
2026 Q1	$418K	Sell	45,810 -28,878	-39%	-$349K	﹤0.01%	623
2025 Q4	$1.12M	Buy	74,688 +17,072	+30%	+$267K	0.01%	392
2025 Q3	$975K	Sell	57,616 -35,215	-38%	-$670K	0.01%	416
2025 Q2	$1.78M	Buy	92,831 +18,745	+25%	+$347K	0.02%	298
2025 Q1	$1.48M	Buy	74,086 +41,763	+129%	+$939K	0.02%	315
2024 Q4	$752K	Sell	32,323 -24,342	-43%	-$557K	0.01%	410
2024 Q3	$1.1M	Buy	56,665 +13,498	+31%	+$241K	0.02%	348
2024 Q2	$766K	Buy	43,167 +30,683	+246%	+$563K	0.01%	378
2024 Q1	$235K	Buy	+12,484	New	+$209K	﹤0.01%	597

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Fiduciary Trust's OWL Position: Q2 2026 in Review

Fiduciary Trust increased its Blue Owl Capital (OWL) stake by 0.34% in Q2 2026, buying an estimated $1.48K and bringing the position to 45,966 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Fiduciary Trust first reported a position in OWL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Fiduciary Trust held 45,966 shares of Blue Owl Capital worth $402K as of Q2 2026.
Fiduciary Trust bought 156 Blue Owl Capital shares in Q2 2026, an estimated $1.48K.
Blue Owl Capital made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #661 holding.
Fiduciary Trust first reported a position in Blue Owl Capital in Q1 2024 and has held it in 10 quarters since.
Fiduciary Trust's Blue Owl Capital position peaked at $1.78M in Q2 2025.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.