SFS
OWL icon

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

Sowell 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
Q2 		– Sell
-16,797
Closed -$337K – 1087
2025
Q1 		$337K Sell
16,797
-947
-5% -$21.3K 0.02% 711
2024
Q4 		$413K Buy
17,744
+1,328
+8% +$30.4K 0.02% 429
2024
Q3 		$318K Buy
+16,416
New +$293K 0.01% 494

Other funds holding OWL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sowell Financial Services's OWL Position: Q2 2025 in Review

Sowell Financial Services sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 16,797 shares — an estimated $337K sold.

Sowell Financial Services first reported a position in OWL in Q3 2024 and held it in 3 quarters. The position peaked at $413K in Q4 2024. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

  • Sowell Financial Services reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
  • Sowell Financial Services sold 16,797 Blue Owl Capital shares in Q2 2025, an estimated $337K.
  • Sowell Financial Services first reported a position in Blue Owl Capital in Q3 2024 and held it in 3 quarters.
  • Sowell Financial Services's Blue Owl Capital position peaked at $413K in Q4 2024.
  • 474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.