Root Financial Partners
OWL icon

Root Financial Partners’s Blue Owl Capital OWL Stock Holding History

Root Financial Partners’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 		$49.9K Buy
+5,492
New +$57.7K ﹤0.01% 1088
2026
Q2 		– Sell
-2,072
Closed -$18.9K – 2336
2026
Q1 		$18.9K Buy
2,072
+1,861
+882% +$22.5K ﹤0.01% 1347
2025
Q4 		$3.15K Sell
211
-152
-42% -$2.38K ﹤0.01% 1892
2025
Q3 		$6.15K Buy
+363
New +$6.9K ﹤0.01% 1643

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's OWL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Blue Owl Capital (OWL) in Q3 2026: 5,492 shares worth $49.9K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OWL as recently as Q1 2026.

Root Financial Partners first reported a position in OWL in Q3 2025 and has held it in 4 quarters since. 367 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Root Financial Partners held 5,492 shares of Blue Owl Capital worth $49.9K as of Q3 2026.
  • Blue Owl Capital was a new Root Financial Partners position in Q3 2026.
  • Blue Owl Capital made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1088 holding.
  • Root Financial Partners first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
  • 367 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.