Portside Wealth Group
OWL icon

Portside Wealth Group’s Blue Owl Capital OWL Stock Holding History

Portside Wealth 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 		$269K Buy
29,591
+2,810
+10% +$29.5K 0.03% 445
2026
Q2 		$234K Buy
+26,781
New +$254K 0.03% 455

Other funds holding OWL

Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 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

Portside Wealth Group's OWL Position: Q3 2026 in Review

Portside Wealth Group increased its Blue Owl Capital (OWL) stake by 10% in Q3 2026, buying an estimated $29.5K and bringing the position to 29,591 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #445.

Portside Wealth Group first reported a position in OWL in Q2 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Portside Wealth Group held 29,591 shares of Blue Owl Capital worth $269K as of Q3 2026.
  • Portside Wealth Group bought 2,810 Blue Owl Capital shares in Q3 2026, an estimated $29.5K.
  • Blue Owl Capital made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #445 holding.
  • Portside Wealth Group first reported a position in Blue Owl Capital in Q2 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.