Truist Financial
OWL icon

Truist Financial’s Blue Owl Capital OWL Stock Holding History

Truist Financial’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 		$296K Sell
33,870
-50,876
-60% -$483K ﹤0.01% 2548
2026
Q1 		$774K Sell
84,746
-104,480
-55% -$1.26M ﹤0.01% 1845
2025
Q4 		$2.83M Sell
189,226
-872,988
-82% -$13.6M ﹤0.01% 1102
2025
Q3 		$18M Buy
1,062,214
+76,942
+8% +$1.46M 0.02% 435
2025
Q2 		$18.9M Buy
985,272
+1,447
+0.1% +$26.8K 0.03% 417
2025
Q1 		$19.7M Sell
983,825
-19,834
-2% -$446K 0.03% 391
2024
Q4 		$23.3M Sell
1,003,659
-2,252
-0.2% -$51.5K 0.04% 357
2024
Q3 		$19.5M Buy
1,005,911
+51,976
+5% +$928K 0.03% 403
2024
Q2 		$16.9M Sell
953,935
-65,565
-6% -$1.2M 0.03% 448
2024
Q1 		$19.2M Buy
1,019,500
+36,460
+4% +$611K 0.03% 430
2023
Q4 		$14.6M Buy
983,040
+83,077
+9% +$1.12M 0.02% 496
2023
Q3 		$11.7M Buy
899,963
+627,425
+230% +$7.49M 0.02% 538
2023
Q2 		$3.18M Buy
272,538
+113,785
+72% +$1.22M 0.01% 1024
2023
Q1 		$1.76M Buy
+158,753
New +$1.9M ﹤0.01% 1282

Other funds holding OWL

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
BU
Brown University Providence, Rhode Island $112M AUM 3.02% 1-Year Est. Return
BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
PGH
Partners Group Holding Baar-Zug, Switzerland $1.47B AUM 8.59% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return

Truist Financial's OWL Position: Q2 2026 in Review

Truist Financial reduced its Blue Owl Capital (OWL) stake by 60% in Q2 2026, selling an estimated $483K and leaving 33,870 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Truist Financial first reported a position in OWL in Q1 2023 and has held it in 14 quarters since. The position peaked at $23.3M in Q4 2024. 253 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Truist Financial held 33,870 shares of Blue Owl Capital worth $296K as of Q2 2026.
  • Truist Financial sold 50,876 Blue Owl Capital shares in Q2 2026, an estimated $483K.
  • Blue Owl Capital made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2548 holding.
  • Truist Financial first reported a position in Blue Owl Capital in Q1 2023 and has held it in 14 quarters since.
  • Truist Financial's Blue Owl Capital position peaked at $23.3M in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.