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Principal Securities’s Blue Owl Capital OWL Stock Holding History

Principal Securities’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 		$242K Buy
27,657
+6,530
+31% +$62K ﹤0.01% 1430
2026
Q1 		$193K Buy
+21,127
New +$255K ﹤0.01% 1388
2025
Q4 		– Sell
-2,603
Closed -$44.1K – 2847
2025
Q3 		$44.1K Sell
2,603
-65
-2% -$1.24K ﹤0.01% 2007
2025
Q2 		$51.3K Buy
2,668
+747
+39% +$13.8K ﹤0.01% 1862
2025
Q1 		$44.7K Hold
1,921
– – ﹤0.01% 1803
2024
Q4 		$44.7K Buy
1,921
+450
+31% +$10.3K ﹤0.01% 1802
2024
Q3 		$28.5K Buy
1,471
+1,081
+277% +$19.3K ﹤0.01% 1947
2024
Q2 		$6.92K Buy
390
+268
+220% +$4.92K ﹤0.01% 2535
2024
Q1 		$2.3K Buy
122
+62
+103% +$1.04K ﹤0.01% 2837
2023
Q4 		$894 Buy
+60
New +$807 ﹤0.01% 2979

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
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
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Principal Securities's OWL Position: Q2 2026 in Review

Principal Securities increased its Blue Owl Capital (OWL) stake by 31% in Q2 2026, buying an estimated $62K and bringing the position to 27,657 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Principal Securities first reported a position in OWL in Q4 2023 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Principal Securities held 27,657 shares of Blue Owl Capital worth $242K as of Q2 2026.
  • Principal Securities bought 6,530 Blue Owl Capital shares in Q2 2026, an estimated $62K.
  • Blue Owl Capital made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1430 holding.
  • Principal Securities first reported a position in Blue Owl Capital in Q4 2023 and has held it in 10 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.