KF
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Krilogy Financial’s Blue Owl Capital OWL Stock Holding History

Krilogy Financial’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 		$207K Buy
21,420
+2,763
+15% +$33.4K 0.01% 886
2025
Q4 		$273K Buy
+18,657
New +$292K 0.01% 762

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

Krilogy Financial's OWL Position: Q1 2026 in Review

Krilogy Financial increased its Blue Owl Capital (OWL) stake by 15% in Q1 2026, buying an estimated $33.4K and bringing the position to 21,420 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #886.

Krilogy Financial first reported a position in OWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $273K in Q4 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Krilogy Financial held 21,420 shares of Blue Owl Capital worth $207K as of Q1 2026.
  • Krilogy Financial bought 2,763 Blue Owl Capital shares in Q1 2026, an estimated $33.4K.
  • Blue Owl Capital made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #886 holding.
  • Krilogy Financial first reported a position in Blue Owl Capital in Q4 2025 and has held it in 2 quarters since.
  • Krilogy Financial's Blue Owl Capital position peaked at $273K in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.