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Sunbelt Securities’s Blue Owl Capital OWL Stock Holding History

Sunbelt Securities’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
Q1 		$81.3K Buy
8,900
+8,400
+1,680% +$102K 0.01% 907
2025
Q4 		$7.47K Hold
500
– – ﹤0.01% 1517
2025
Q3 		$8.46K Buy
500
+450
+900% +$8.56K ﹤0.01% 1479
2025
Q2 		$1.16K Sell
50
-26
-34% -$481 ﹤0.01% 1652
2025
Q1 		$1.53K Buy
76
+26
+52% +$585 ﹤0.01% 1605
2024
Q4 		$1.17K Hold
50
– – ﹤0.01% 1655
2024
Q3 		$968 Hold
50
– – ﹤0.01% 1687
2024
Q2 		$888 Buy
+50
New +$917 ﹤0.01% 1625

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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

Sunbelt Securities's OWL Position: Q1 2026 in Review

Sunbelt Securities increased its Blue Owl Capital (OWL) stake by 1,680% in Q1 2026, buying an estimated $102K and bringing the position to 8,900 shares worth $81.3K. The position accounts for 0.01% of the portfolio, ranked #907.

Sunbelt Securities first reported a position in OWL in Q2 2024 and has held it in 8 quarters since. 546 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Sunbelt Securities held 8,900 shares of Blue Owl Capital worth $81.3K as of Q1 2026.
  • Sunbelt Securities bought 8,400 Blue Owl Capital shares in Q1 2026, an estimated $102K.
  • Blue Owl Capital made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #907 holding.
  • Sunbelt Securities first reported a position in Blue Owl Capital in Q2 2024 and has held it in 8 quarters since.
  • 546 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.