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LRI Investments’s Blue Owl Capital OWL Stock Holding History

LRI Investments’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 		$6.58K Hold
752
– – ﹤0.01% 1085
2026
Q1 		$6.87K Buy
+752
New +$9.09K ﹤0.01% 990

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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

LRI Investments's OWL Position: Q2 2026 in Review

LRI Investments held its Blue Owl Capital (OWL) position steady in Q2 2026 at 752 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

LRI Investments first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.87K in Q1 2026. 192 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • LRI Investments held 752 shares of Blue Owl Capital worth $6.58K as of Q2 2026.
  • LRI Investments left its Blue Owl Capital share count unchanged in Q2 2026.
  • Blue Owl Capital made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1085 holding.
  • LRI Investments first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's Blue Owl Capital position peaked at $6.87K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.