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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Mather Group's OWL Position: Q2 2026 in Review

Mather Group held its Blue Owl Capital (OWL) position steady in Q2 2026 at 138 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Mather Group first reported a position in OWL in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.41K in Q2 2024. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Mather Group held 138 shares of Blue Owl Capital worth $1.21K as of Q2 2026.
Mather Group left its Blue Owl Capital share count unchanged in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1781 holding.
Mather Group first reported a position in Blue Owl Capital in Q2 2024 and has held it in 7 quarters since.
Mather Group's Blue Owl Capital position peaked at $3.41K in Q2 2024.
576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.