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Larson Financial Group’s Blue Owl Capital OWL Stock Holding History

Larson Financial Group’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 		$35.3K Buy
4,032
+3,058
+314% +$29.1K ﹤0.01% 1680
2026
Q1 		$8.89K Buy
974
+539
+124% +$6.52K ﹤0.01% 2319
2025
Q4 		$6.5K Sell
435
-938
-68% -$14.7K ﹤0.01% 2354
2025
Q3 		$23.2K Sell
1,373
-109
-7% -$2.07K ﹤0.01% 1554
2025
Q2 		$28.5K Sell
1,482
-1,540
-51% -$28.5K ﹤0.01% 1320
2025
Q1 		$60.6K Buy
3,022
+2,033
+206% +$45.7K ﹤0.01% 950
2024
Q4 		$23K Sell
989
-127
-11% -$2.91K ﹤0.01% 1164
2024
Q3 		$21.6K Buy
1,116
+1,105
+10,045% +$19.7K ﹤0.01% 1176
2024
Q2 		$193 Hold
11
– – ﹤0.01% 2078
2024
Q1 		$203 Hold
11
– – ﹤0.01% 1634
2023
Q4 		$159 Hold
11
– – ﹤0.01% 1671
2023
Q3 		$137 Buy
11
+1
+10% +$12 ﹤0.01% 1649
2023
Q2 		$122 Hold
10
– – ﹤0.01% 1514
2023
Q1 		$114 Hold
10
– – ﹤0.01% 1493
2022
Q4 		$108 Hold
10
– – ﹤0.01% 1455
2022
Q3 		$0 Buy
+10
New +$111 ﹤0.01% 1373

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

Larson Financial Group's OWL Position: Q2 2026 in Review

Larson Financial Group increased its Blue Owl Capital (OWL) stake by 314% in Q2 2026, buying an estimated $29.1K and bringing the position to 4,032 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

Larson Financial Group first reported a position in OWL in Q3 2022 and has held it in 16 quarters since. The position peaked at $60.6K in Q1 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Larson Financial Group held 4,032 shares of Blue Owl Capital worth $35.3K as of Q2 2026.
  • Larson Financial Group bought 3,058 Blue Owl Capital shares in Q2 2026, an estimated $29.1K.
  • Blue Owl Capital made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1680 holding.
  • Larson Financial Group first reported a position in Blue Owl Capital in Q3 2022 and has held it in 16 quarters since.
  • Larson Financial Group's Blue Owl Capital position peaked at $60.6K in Q1 2025.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

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