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Lee Financial’s Blue Owl Capital OWL Stock Holding History

Lee 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
Q2 		$583K Sell
66,598
-227
-0.3% -$2.16K 0.07% 105
2026
Q1 		$610K Sell
66,825
-356
-0.5% -$4.3K 0.09% 97
2025
Q4 		$1M Buy
67,181
+10,701
+19% +$167K 0.14% 77
2025
Q3 		$956K Buy
56,480
+25,785
+84% +$490K 0.12% 92
2025
Q2 		$590K Buy
+30,695
New +$568K 0.08% 89

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

Lee Financial's OWL Position: Q2 2026 in Review

Lee Financial reduced its Blue Owl Capital (OWL) stake by 0.34% in Q2 2026, selling an estimated $2.16K and leaving 66,598 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #105.

Lee Financial first reported a position in OWL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Lee Financial held 66,598 shares of Blue Owl Capital worth $583K as of Q2 2026.
  • Lee Financial sold 227 Blue Owl Capital shares in Q2 2026, an estimated $2.16K.
  • Blue Owl Capital made up 0.07% of Lee Financial's portfolio in Q2 2026, its #105 holding.
  • Lee Financial first reported a position in Blue Owl Capital in Q2 2025 and has held it in 5 quarters since.
  • Lee Financial's Blue Owl Capital position peaked at $1M in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.