SFA
OWL icon

Sequoia Financial Advisors’s Blue Owl Capital OWL Stock Holding History

Sequoia Financial 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 		$277K Buy
31,649
+16,135
+104% +$153K ﹤0.01% 1738
2026
Q1 		$142K Buy
+15,514
New +$188K ﹤0.01% 1826

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
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
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Sequoia Financial Advisors's OWL Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Blue Owl Capital (OWL) stake by 104% in Q2 2026, buying an estimated $153K and bringing the position to 31,649 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Sequoia Financial Advisors first reported a position in OWL in Q1 2026 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Sequoia Financial Advisors held 31,649 shares of Blue Owl Capital worth $277K as of Q2 2026.
  • Sequoia Financial Advisors bought 16,135 Blue Owl Capital shares in Q2 2026, an estimated $153K.
  • Blue Owl Capital made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1738 holding.
  • Sequoia Financial Advisors first reported a position in Blue Owl Capital in Q1 2026 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.