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

Merit 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	$1.45M	Buy	165,351 +105,077	+174%	+$998K	0.01%	888
2026 Q1	$550K	Buy	60,274 +28,815	+92%	+$348K	﹤0.01%	1321
2025 Q4	$470K	Buy	31,459 +8,389	+36%	+$131K	﹤0.01%	1346
2025 Q3	$391K	Buy	23,070 +367	+2%	+$6.98K	﹤0.01%	1309
2025 Q2	$436K	Buy	22,703 +118	+0.5%	+$2.18K	﹤0.01%	1163
2025 Q1	$453K	Buy	22,585 +280	+1%	+$6.3K	0.01%	982
2024 Q4	$519K	Buy	+22,305	New	+$510K	0.01%	717
2024 Q3	–	Sell	-19,952	Closed	-$354K	–	922
2024 Q2	$354K	Buy	+19,952	New	+$366K	0.01%	669

Other funds holding OWL

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GFL

Granite FO LLC Bedford, New Hampshire $189M AUM 56.18% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Merit Financial Group increased its Blue Owl Capital (OWL) stake by 174% in Q2 2026, buying an estimated $998K and bringing the position to 165,351 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #888.

Merit Financial Group first reported a position in OWL in Q2 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Merit Financial Group held 165,351 shares of Blue Owl Capital worth $1.45M as of Q2 2026.
Merit Financial Group bought 105,077 Blue Owl Capital shares in Q2 2026, an estimated $998K.
Blue Owl Capital made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #888 holding.
Merit Financial Group first reported a position in Blue Owl Capital in Q2 2024 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.