IFG
OWL icon

Independent Financial Group’s Blue Owl Capital OWL Stock Holding History

Independent Financial Group’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 		$162K Buy
+18,485
New +$176K ﹤0.01% 1497
2025
Q1 		– Sell
-80,110
Closed -$1.86M – 1243
2024
Q4 		$1.86M Buy
+80,110
New +$1.83M 0.06% 313

Other funds holding OWL

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GFL
Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Independent Financial Group's OWL Position: Q2 2026 in Review

Independent Financial Group opened a new position in Blue Owl Capital (OWL) in Q2 2026: 18,485 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in OWL as recently as Q4 2024.

Independent Financial Group first reported a position in OWL in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.86M in Q4 2024. 94 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Independent Financial Group held 18,485 shares of Blue Owl Capital worth $162K as of Q2 2026.
  • Blue Owl Capital was a new Independent Financial Group position in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1497 holding.
  • Independent Financial Group first reported a position in Blue Owl Capital in Q4 2024 and has held it in 2 quarters since.
  • Independent Financial Group's Blue Owl Capital position peaked at $1.86M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.