Regent Peak Wealth Advisors’s Blue Owl Capital OWL Stock Holding History

Regent Peak 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	$480K	Buy	462,338 +152	+0%	+$1.44K	0.09%	105
2026 Q1	$479K	Buy	462,186 +522	+0.1%	+$6.31K	0.1%	92
2025 Q4	$491K	Buy	461,664 +1,850	+0.4%	+$28.9K	0.1%	93
2025 Q3	$464K	Buy	+459,814	New	+$8.74M	0.09%	92

Other funds holding OWL

BIM

Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Regent Peak Wealth Advisors's OWL Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Blue Owl Capital (OWL) stake by 0.03% in Q2 2026, buying an estimated $1.44K and bringing the position to 462,338 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #105.

Regent Peak Wealth Advisors first reported a position in OWL in Q3 2025 and has held it in 4 quarters since. The position peaked at $491K in Q4 2025. 71 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

Regent Peak Wealth Advisors held 462,338 shares of Blue Owl Capital worth $480K as of Q2 2026.
Regent Peak Wealth Advisors bought 152 Blue Owl Capital shares in Q2 2026, an estimated $1.44K.
Blue Owl Capital made up 0.09% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Regent Peak Wealth Advisors first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
Regent Peak Wealth Advisors's Blue Owl Capital position peaked at $491K in Q4 2025.
71 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.