Provenance Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Provenance Wealth Advisors’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	$22K	Buy	+2,517	New	+$23.9K	﹤0.01%	288

Other funds holding OWL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Provenance Wealth Advisors's OWL Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Blue Owl Capital (OWL) in Q2 2026: 2,517 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings.

574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Provenance Wealth Advisors held 2,517 shares of Blue Owl Capital worth $22K as of Q2 2026.
Blue Owl Capital was a new Provenance Wealth Advisors position in Q2 2026.
Blue Owl Capital made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #288 holding.
574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.