Jones Financial Companies
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Jones Financial Companies’s Blue Owl Capital OWL Stock Holding History

Jones Financial Companies’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 		$2.38M Buy
277,242
+40,121
+17% +$381K ﹤0.01% 1498
2026
Q1 		$2.1M Buy
237,121
+228,330
+2,597% +$2.76M ﹤0.01% 1407
2025
Q4 		$131K Buy
8,791
+2,413
+38% +$37.7K ﹤0.01% 2110
2025
Q3 		$113K Buy
6,378
+2,033
+47% +$38.7K ﹤0.01% 2034
2025
Q2 		$84.5K Buy
4,345
+884
+26% +$16.4K ﹤0.01% 2001
2025
Q1 		$69.7K Buy
3,461
+1,581
+84% +$35.6K ﹤0.01% 1925
2024
Q4 		$43.7K Buy
1,880
+1,315
+233% +$30.1K ﹤0.01% 1927
2024
Q3 		$10.9K Buy
565
+15
+3% +$268 ﹤0.01% 2183
2024
Q2 		$9.76K Buy
+550
New +$10.1K ﹤0.01% 1762
2024
Q1 		– Sell
-222
Closed -$3.31K – 1428
2023
Q4 		$3.31K Buy
222
+106
+91% +$1.43K ﹤0.01% 822
2023
Q3 		$1.5K Buy
+116
New +$1.38K ﹤0.01% 592
2023
Q1 		– Sell
-90
Closed -$1K – 715
2022
Q4 		$1K Buy
+90
New +$950 ﹤0.01% 689
2022
Q3 		– Sell
-36
Closed – – 678
2022
Q2 		$0 Buy
36
+3
+9% +$36 ﹤0.01% 812
2022
Q1 		$0 Buy
+33
New +$418 ﹤0.01% 801

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 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
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Jones Financial Companies's OWL Position: Q2 2026 in Review

Jones Financial Companies increased its Blue Owl Capital (OWL) stake by 17% in Q2 2026, buying an estimated $381K and bringing the position to 277,242 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Jones Financial Companies first reported a position in OWL in Q1 2022 and has held it in 14 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Jones Financial Companies held 277,242 shares of Blue Owl Capital worth $2.38M as of Q2 2026.
  • Jones Financial Companies bought 40,121 Blue Owl Capital shares in Q2 2026, an estimated $381K.
  • Blue Owl Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1498 holding.
  • Jones Financial Companies first reported a position in Blue Owl Capital in Q1 2022 and has held it in 14 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.