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Valley National Advisers’s Blue Owl Capital OWL Stock Holding History

Valley National Advisers’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 		$21.8K Buy
2,491
+1,950
+360% +$18.5K ﹤0.01% 509
2026
Q1 		$4K Sell
541
-452
-46% -$5.46K ﹤0.01% 709
2025
Q4 		$14K Sell
993
-145
-13% -$2.27K ﹤0.01% 546
2025
Q3 		$19K Hold
1,138
– – ﹤0.01% 474
2025
Q2 		$21K Buy
1,138
+195
+21% +$3.61K ﹤0.01% 479
2025
Q1 		$18K Buy
943
+452
+92% +$10.2K ﹤0.01% 497
2024
Q4 		$11K Buy
+491
New +$11.2K ﹤0.01% 527
2024
Q3 		– Sell
-90
Closed -$1K – 1029
2024
Q2 		$1K Hold
90
– – ﹤0.01% 1097
2024
Q1 		$1K Hold
90
– – ﹤0.01% 1134
2023
Q4 		$1K Buy
90
+40
+80% +$538 ﹤0.01% 1114
2023
Q3 		$1K Buy
+50
New +$597 ﹤0.01% 984

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

Valley National Advisers's OWL Position: Q2 2026 in Review

Valley National Advisers increased its Blue Owl Capital (OWL) stake by 360% in Q2 2026, buying an estimated $18.5K and bringing the position to 2,491 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Valley National Advisers first reported a position in OWL in Q3 2023 and has held it in 11 quarters since. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • Valley National Advisers held 2,491 shares of Blue Owl Capital worth $21.8K as of Q2 2026.
  • Valley National Advisers bought 1,950 Blue Owl Capital shares in Q2 2026, an estimated $18.5K.
  • Blue Owl Capital made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #509 holding.
  • Valley National Advisers first reported a position in Blue Owl Capital in Q3 2023 and has held it in 11 quarters since.
  • 574 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.