Janney Montgomery Scott
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Janney Montgomery Scott’s Blue Owl Capital OWL Stock Holding History

Janney Montgomery Scott’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
Q1 		$255K Buy
27,945
+11,050
+65% +$134K ﹤0.01% 2495
2025
Q4 		$252K Sell
16,895
-55,503
-77% -$868K ﹤0.01% 2666
2025
Q3 		$1.23M Buy
72,398
+12,864
+22% +$245K ﹤0.01% 1579
2025
Q2 		$1.14M Buy
59,534
+4,483
+8% +$82.9K ﹤0.01% 1509
2025
Q1 		$1.1M Sell
55,051
-20,268
-27% -$456K ﹤0.01% 1476
2024
Q4 		$1.75M Buy
75,319
+5,985
+9% +$137K ﹤0.01% 1222
2024
Q3 		$1.34M Sell
69,334
-3,670
-5% -$65.5K ﹤0.01% 1341
2024
Q2 		$1.3M Buy
73,004
+17,340
+31% +$318K ﹤0.01% 1311
2024
Q1 		$1.05M Buy
55,664
+40,643
+271% +$681K ﹤0.01% 1497
2023
Q4 		$224K Buy
15,021
+3,946
+36% +$53.1K ﹤0.01% 2400
2023
Q3 		$144K Buy
+11,075
New +$132K ﹤0.01% 2437

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Janney Montgomery Scott's OWL Position: Q1 2026 in Review

Janney Montgomery Scott increased its Blue Owl Capital (OWL) stake by 65% in Q1 2026, buying an estimated $134K and bringing the position to 27,945 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

Janney Montgomery Scott first reported a position in OWL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q4 2024. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Janney Montgomery Scott held 27,945 shares of Blue Owl Capital worth $255K as of Q1 2026.
  • Janney Montgomery Scott bought 11,050 Blue Owl Capital shares in Q1 2026, an estimated $134K.
  • Blue Owl Capital made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2495 holding.
  • Janney Montgomery Scott first reported a position in Blue Owl Capital in Q3 2023 and has held it in 11 quarters since.
  • Janney Montgomery Scott's Blue Owl Capital position peaked at $1.75M in Q4 2024.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.