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JFS Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

JFS Wealth 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
2025
Q2 		– Sell
-24
Closed -$481 – 1946
2025
Q1 		$481 Buy
+24
New +$540 ﹤0.01% 1768
2022
Q4 		– Sell
-505
Closed -$5K – 1986
2022
Q3 		$5K Buy
505
+5
+1% +$56 ﹤0.01% 998
2022
Q2 		$5K Buy
+500
New +$5.99K ﹤0.01% 1002

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JFS Wealth Advisors's OWL Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 24 shares — an estimated $481 sold.

JFS Wealth Advisors first reported a position in OWL in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 24 Blue Owl Capital shares in Q2 2025, an estimated $481.
  • JFS Wealth Advisors first reported a position in Blue Owl Capital in Q2 2022 and held it in 3 quarters.
  • JFS Wealth Advisors's Blue Owl Capital position peaked at $5K in Q3 2022.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.