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Summit Securities Group’s Blue Owl Capital OWL Stock Holding History

Summit Securities Group’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 		$59.9K Buy
+6,845
New +$65K 0.01% 552
2025
Q3 		– Sell
-2,363
Closed -$45.4K – 1272
2025
Q2 		$45.4K Buy
+2,363
New +$43.7K 0.01% 539
2023
Q1 		– Sell
-13,916
Closed -$148K – 1156
2022
Q4 		$148K Buy
+13,916
New +$147K 0.01% 528

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

Summit Securities Group's OWL Position: Q2 2026 in Review

Summit Securities Group opened a new position in Blue Owl Capital (OWL) in Q2 2026: 6,845 shares worth $59.9K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in OWL as recently as Q2 2025.

Summit Securities Group first reported a position in OWL in Q4 2022 and has held it in 3 quarters since. The position peaked at $148K in Q4 2022. 576 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Summit Securities Group held 6,845 shares of Blue Owl Capital worth $59.9K as of Q2 2026.
  • Blue Owl Capital was a new Summit Securities Group position in Q2 2026.
  • Blue Owl Capital made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #552 holding.
  • Summit Securities Group first reported a position in Blue Owl Capital in Q4 2022 and has held it in 3 quarters since.
  • Summit Securities Group's Blue Owl Capital position peaked at $148K in Q4 2022.
  • 576 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.