SVB Wealth’s Blue Owl Capital OWL Stock Holding History

SVB Wealth’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	-1,921	Closed	-$38.5K	–	1263
2025 Q1	$38.5K	Buy	+1,921	New	+$43.2K	﹤0.01%	596

Other funds holding OWL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SVB Wealth's OWL Position: Q2 2025 in Review

SVB Wealth sold out of Blue Owl Capital (OWL) in Q2 2025, closing a stake of 1,921 shares — an estimated $38.5K sold.

SVB Wealth first reported a position in OWL in Q1 2025 and held it in 1 quarter. The position peaked at $38.5K in Q1 2025. 474 funds tracked by Wall St. Rank hold OWL as of Q2 2025.

SVB Wealth reported no remaining Blue Owl Capital position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1,921 Blue Owl Capital shares in Q2 2025, an estimated $38.5K.
SVB Wealth first reported a position in Blue Owl Capital in Q1 2025 and held it in 1 quarter.
SVB Wealth's Blue Owl Capital position peaked at $38.5K in Q1 2025.
474 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.