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

Nations 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	$367K	Sell	41,959 -190,051	-82%	-$1.81M	0.02%	608
2026 Q1	$2.12M	Buy	+232,010	New	+$2.8M	0.11%	213
2025 Q4	–	Sell	-23,173	Closed	-$392K	–	764
2025 Q3	$392K	Buy	23,173 +2,125	+10%	+$40.4K	0.02%	533
2025 Q2	$404K	Buy	21,048 +579	+3%	+$10.7K	0.03%	500
2025 Q1	$410K	Buy	20,469 +784	+4%	+$17.6K	0.03%	473
2024 Q4	$458K	Buy	19,685 +642	+3%	+$14.7K	0.03%	455
2024 Q3	$369K	Buy	19,043 +1,395	+8%	+$24.9K	0.03%	520
2024 Q2	$313K	Buy	+17,648	New	+$324K	0.03%	522

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

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

Nations Financial Group reduced its Blue Owl Capital (OWL) stake by 82% in Q2 2026, selling an estimated $1.81M and leaving 41,959 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #608.

Nations Financial Group first reported a position in OWL in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.12M in Q1 2026. 575 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Nations Financial Group held 41,959 shares of Blue Owl Capital worth $367K as of Q2 2026.
Nations Financial Group sold 190,051 Blue Owl Capital shares in Q2 2026, an estimated $1.81M.
Blue Owl Capital made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #608 holding.
Nations Financial Group first reported a position in Blue Owl Capital in Q2 2024 and has held it in 8 quarters since.
Nations Financial Group's Blue Owl Capital position peaked at $2.12M in Q1 2026.
575 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.