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BFC Planning, Inc.’s Blue Owl Capital OWL Stock Holding History

BFC Planning, Inc.’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 		$8.75K Buy
1,000
+500
+100% +$4.75K ﹤0.01% 2432
2026
Q1 		$4.56K Buy
500
+461
+1,182% +$5.57K ﹤0.01% 2341
2025
Q4 		$577 Buy
+39
New +$610 ﹤0.01% 2902

Other funds holding OWL

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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
Iconiq Capital
Iconiq Capital San Francisco, California $3.47B AUM 23.74% 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
Lind Value II ApS
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
Caption Management
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

BFC Planning, Inc.'s OWL Position: Q2 2026 in Review

BFC Planning, Inc. increased its Blue Owl Capital (OWL) stake by 100% in Q2 2026, buying an estimated $4.75K and bringing the position to 1,000 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2432.

BFC Planning, Inc. first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. 578 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • BFC Planning, Inc. held 1,000 shares of Blue Owl Capital worth $8.75K as of Q2 2026.
  • BFC Planning, Inc. bought 500 Blue Owl Capital shares in Q2 2026, an estimated $4.75K.
  • Blue Owl Capital made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2432 holding.
  • BFC Planning, Inc. first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • 578 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.