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Prota Financial’s Blue Owl Capital OWL Stock Holding History

Prota Financial’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 		$138K Sell
15,929
-653
-4% -$6.2K 0.09% 68
2026
Q1 		$151K Sell
16,582
-3,425
-17% -$41.4K 0.11% 65
2025
Q4 		$299K Buy
+20,007
New +$313K 0.22% 55

Other funds holding OWL

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 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
TP
Tranquility Partners Brentwood, Tennessee $291M AUM 19.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prota Financial's OWL Position: Q2 2026 in Review

Prota Financial reduced its Blue Owl Capital (OWL) stake by 3.9% in Q2 2026, selling an estimated $6.2K and leaving 15,929 shares worth $138K. The position accounts for 0.09% of the portfolio, ranked #68.

Prota Financial first reported a position in OWL in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 104 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Prota Financial held 15,929 shares of Blue Owl Capital worth $138K as of Q2 2026.
  • Prota Financial sold 653 Blue Owl Capital shares in Q2 2026, an estimated $6.2K.
  • Blue Owl Capital made up 0.09% of Prota Financial's portfolio in Q2 2026, its #68 holding.
  • Prota Financial first reported a position in Blue Owl Capital in Q4 2025 and has held it in 3 quarters since.
  • Prota Financial's Blue Owl Capital position peaked at $299K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.