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Toth Financial Advisory’s Blue Owl Capital OWL Stock Holding History

Toth Financial Advisory’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
Q3 		$20.6K Buy
2,265
+65
+3% +$683 ﹤0.01% 504
2026
Q2 		$19.3K Hold
2,200
– – ﹤0.01% 508
2026
Q1 		$20.1K Sell
2,200
-7,325
-77% -$88.5K ﹤0.01% 485
2025
Q4 		$142K Sell
9,525
-51,775
-84% -$810K 0.02% 240
2025
Q3 		$1.04M Hold
61,300
– – 0.11% 134
2025
Q2 		$1.18M Buy
61,300
+4,400
+8% +$81.4K 0.14% 116
2025
Q1 		$1.14M Buy
56,900
+1,000
+2% +$22.5K 0.14% 117
2024
Q4 		$1.3M Sell
55,900
-500
-0.9% -$11.4K 0.15% 115
2024
Q3 		$1.09M Sell
56,400
-5,328
-9% -$95.2K 0.13% 117
2024
Q2 		$1.1M Buy
61,728
+2,700
+5% +$49.5K 0.14% 116
2024
Q1 		$1.11M Buy
59,028
+6,528
+12% +$109K 0.14% 118
2023
Q4 		$782K Buy
52,500
+25,000
+91% +$336K 0.11% 134
2023
Q3 		$356K Buy
27,500
+25,500
+1,275% +$304K 0.05% 162
2023
Q2 		$23.3K Buy
2,000
+80
+4% +$861 ﹤0.01% 373
2023
Q1 		$21.3K Hold
1,920
– – ﹤0.01% 376
2022
Q4 		$20.4K Buy
1,920
+320
+20% +$3.38K ﹤0.01% 376
2022
Q3 		$15K Buy
+1,600
New +$17.8K ﹤0.01% 403

Other funds holding OWL

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PF
Prota Financial Houston, Texas $157M AUM 12.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Toth Financial Advisory's OWL Position: Q3 2026 in Review

Toth Financial Advisory increased its Blue Owl Capital (OWL) stake by 3% in Q3 2026, buying an estimated $683 and bringing the position to 2,265 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Toth Financial Advisory first reported a position in OWL in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.3M in Q4 2024. 18 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • Toth Financial Advisory held 2,265 shares of Blue Owl Capital worth $20.6K as of Q3 2026.
  • Toth Financial Advisory bought 65 Blue Owl Capital shares in Q3 2026, an estimated $683.
  • Blue Owl Capital made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #504 holding.
  • Toth Financial Advisory first reported a position in Blue Owl Capital in Q3 2022 and has held it in 17 quarters since.
  • Toth Financial Advisory's Blue Owl Capital position peaked at $1.3M in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.