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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
Q3 		$144K Buy
16,076
+147
+0.9% +$1.54K 0.09% 66
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

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GCA
Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Prota Financial's OWL Position: Q3 2026 in Review

Prota Financial increased its Blue Owl Capital (OWL) stake by 0.92% in Q3 2026, buying an estimated $1.54K and bringing the position to 16,076 shares worth $144K. The position accounts for 0.09% of the portfolio, ranked #66.

Prota Financial first reported a position in OWL in Q4 2025 and has held it in 4 quarters since. The position peaked at $299K in Q4 2025. 20 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Prota Financial held 16,076 shares of Blue Owl Capital worth $144K as of Q3 2026.
  • Prota Financial bought 147 Blue Owl Capital shares in Q3 2026, an estimated $1.54K.
  • Blue Owl Capital made up 0.09% of Prota Financial's portfolio in Q3 2026, its #66 holding.
  • Prota Financial first reported a position in Blue Owl Capital in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Blue Owl Capital position peaked at $299K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.