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Kestra Advisory Services’s Blue Owl Capital OWL Stock Holding History

Kestra Advisory Services’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 		– Sell
-20,120
Closed -$184K – 3333
2026
Q1 		$184K Buy
20,120
+6,766
+51% +$81.8K ﹤0.01% 2961
2025
Q4 		$200K Buy
+13,354
New +$209K ﹤0.01% 2889
2025
Q3 		– Sell
-10,205
Closed -$196K – 2995
2025
Q2 		$196K Buy
+10,205
New +$189K ﹤0.01% 2657

Other funds holding OWL

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
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
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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
TAM
Townsend Asset Management Raleigh, North Carolina $312M AUM 23.71% 1-Year Est. Return

Kestra Advisory Services's OWL Position: Q2 2026 in Review

Kestra Advisory Services sold out of Blue Owl Capital (OWL) in Q2 2026, closing a stake of 20,120 shares — an estimated $184K sold.

Kestra Advisory Services first reported a position in OWL in Q2 2025 and held it in 3 quarters. The position peaked at $200K in Q4 2025. 155 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Kestra Advisory Services reported no remaining Blue Owl Capital position as of Q2 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 20,120 Blue Owl Capital shares in Q2 2026, an estimated $184K.
  • Kestra Advisory Services first reported a position in Blue Owl Capital in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's Blue Owl Capital position peaked at $200K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.