Verity & Verity’s Blue Owl Capital OWL Stock Holding History

Verity & Verity’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	$17.2M	Buy	1,893,215 +63,851	+3%	+$671K	1.15%	42
2026 Q2	$16M	Sell	1,829,364 -1,957	-0.1%	-$18.6K	1.1%	44
2026 Q1	$16.7M	Buy	1,831,321 +794,727	+77%	+$9.6M	1.25%	39
2025 Q4	$15.5M	Buy	1,036,594 +322,530	+45%	+$5.04M	1.2%	40
2025 Q3	$12.1M	Sell	714,064 -244,590	-26%	-$4.65M	0.97%	50
2025 Q2	$18.4M	Buy	958,654 +488,608	+104%	+$9.04M	1.58%	23
2025 Q1	$9.42M	Buy	+470,046	New	+$10.6M	0.83%	52

Other funds holding OWL

Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

TT Capital Management Coto De Caza, California $137M AUM 2.64% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Granite FO LLC Bedford, New Hampshire $186M AUM 45.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Verity & Verity's OWL Position: Q3 2026 in Review

Verity & Verity increased its Blue Owl Capital (OWL) stake by 3.5% in Q3 2026, buying an estimated $671K and bringing the position to 1,893,215 shares worth $17.2M. The position accounts for 1.15% of the portfolio, ranked #42.

Verity & Verity first reported a position in OWL in Q1 2025 and has held it in 7 quarters since. The position peaked at $18.4M in Q2 2025. 111 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

Verity & Verity held 1,893,215 shares of Blue Owl Capital worth $17.2M as of Q3 2026.
Verity & Verity bought 63,851 Blue Owl Capital shares in Q3 2026, an estimated $671K.
Blue Owl Capital made up 1.15% of Verity & Verity's portfolio in Q3 2026, its #42 holding.
Verity & Verity first reported a position in Blue Owl Capital in Q1 2025 and has held it in 7 quarters since.
Verity & Verity's Blue Owl Capital position peaked at $18.4M in Q2 2025.
111 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.