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Richardson Financial Services’s Blue Owl Capital OWL Stock Holding History

Richardson Financial Services’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
2025
Q3 		– Sell
-39
Closed -$749 – 560
2025
Q2 		$749 Hold
39
– – ﹤0.01% 557
2025
Q1 		$782 Hold
39
– – ﹤0.01% 537
2024
Q4 		$907 Hold
39
– – ﹤0.01% 534
2024
Q3 		$755 Buy
+39
New +$696 ﹤0.01% 577

Other funds holding OWL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richardson Financial Services's OWL Position: Q3 2025 in Review

Richardson Financial Services sold out of Blue Owl Capital (OWL) in Q3 2025, closing a stake of 39 shares — an estimated $749 sold.

Richardson Financial Services first reported a position in OWL in Q3 2024 and held it in 4 quarters. The position peaked at $907 in Q4 2024. 476 funds tracked by Wall St. Rank hold OWL as of Q3 2025.

  • Richardson Financial Services reported no remaining Blue Owl Capital position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 39 Blue Owl Capital shares in Q3 2025, an estimated $749.
  • Richardson Financial Services first reported a position in Blue Owl Capital in Q3 2024 and held it in 4 quarters.
  • Richardson Financial Services's Blue Owl Capital position peaked at $907 in Q4 2024.
  • 476 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.