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Transamerica Financial Advisors’s Blue Owl Capital OWL Stock Holding History

Transamerica Financial Advisors’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 		$533 Buy
61
+12
+24% +$114 ﹤0.01% 1676
2026
Q1 		$447 Sell
49
-24
-33% -$290 ﹤0.01% 1502
2025
Q4 		$1.09K Buy
73
+36
+97% +$563 ﹤0.01% 1227
2025
Q3 		$626 Buy
+37
New +$704 ﹤0.01% 1260

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

Transamerica Financial Advisors's OWL Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Blue Owl Capital (OWL) stake by 24% in Q2 2026, buying an estimated $114 and bringing the position to 61 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Transamerica Financial Advisors first reported a position in OWL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.09K in Q4 2025. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Transamerica Financial Advisors held 61 shares of Blue Owl Capital worth $533 as of Q2 2026.
  • Transamerica Financial Advisors bought 12 Blue Owl Capital shares in Q2 2026, an estimated $114.
  • Blue Owl Capital made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1676 holding.
  • Transamerica Financial Advisors first reported a position in Blue Owl Capital in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Blue Owl Capital position peaked at $1.09K in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.