Nations Financial Group
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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
Q3 		$356K Sell
39,211
-2,748
-7% -$28.9K 0.02% 603
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
State of New Jersey Common Pension Fund A
State of New Jersey Common Pension Fund A Trenton, New Jersey $253M AUM 22.83% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Brown University
Brown University Providence, Rhode Island $147M AUM 5.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Nations Financial Group's OWL Position: Q3 2026 in Review

Nations Financial Group reduced its Blue Owl Capital (OWL) stake by 6.5% in Q3 2026, selling an estimated $28.9K and leaving 39,211 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #603.

Nations Financial Group first reported a position in OWL in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.12M in Q1 2026. 322 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Nations Financial Group held 39,211 shares of Blue Owl Capital worth $356K as of Q3 2026.
  • Nations Financial Group sold 2,748 Blue Owl Capital shares in Q3 2026, an estimated $28.9K.
  • Blue Owl Capital made up 0.02% of Nations Financial Group's portfolio in Q3 2026, its #603 holding.
  • Nations Financial Group first reported a position in Blue Owl Capital in Q2 2024 and has held it in 9 quarters since.
  • Nations Financial Group's Blue Owl Capital position peaked at $2.12M in Q1 2026.
  • 322 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.