Mather Group
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Mather Group’s Blue Owl Capital OWL Stock Holding History

Mather 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
Q3 		– Sell
-138
Closed -$1.21K – 2298
2026
Q2 		$1.21K Hold
138
– – ﹤0.01% 1781
2026
Q1 		$1.26K Buy
+138
New +$1.67K ﹤0.01% 1753
2025
Q4 		– Sell
-138
Closed -$2.34K – 1350
2025
Q3 		$2.34K Buy
+138
New +$2.62K ﹤0.01% 1518
2025
Q2 		– Sell
-138
Closed -$2.77K – 1383
2025
Q1 		$2.77K Hold
138
– – ﹤0.01% 1518
2024
Q4 		$3.21K Hold
138
– – ﹤0.01% 1453
2024
Q3 		$2.67K Sell
138
-43
-24% -$768 ﹤0.01% 1420
2024
Q2 		$3.41K Buy
+181
New +$3.32K ﹤0.01% 1733

Other funds holding OWL

Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TT Capital Management
TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Granite FO LLC
Granite FO LLC Bedford, New Hampshire $186M AUM 45.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mather Group's OWL Position: Q3 2026 in Review

Mather Group sold out of Blue Owl Capital (OWL) in Q3 2026, closing a stake of 138 shares — an estimated $1.21K sold.

Mather Group first reported a position in OWL in Q2 2024 and held it in 7 quarters. The position peaked at $3.41K in Q2 2024. 97 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Mather Group reported no remaining Blue Owl Capital position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 138 Blue Owl Capital shares in Q3 2026, an estimated $1.21K.
  • Mather Group first reported a position in Blue Owl Capital in Q2 2024 and held it in 7 quarters.
  • Mather Group's Blue Owl Capital position peaked at $3.41K in Q2 2024.
  • 97 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.