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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
Q1 		$16.7M Buy
1,831,321
+794,727
+77% +$9.61M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return

Verity & Verity's OWL Position: Q1 2026 in Review

Verity & Verity increased its Blue Owl Capital (OWL) stake by 77% in Q1 2026, buying an estimated $9.61M and bringing the position to 1,831,321 shares worth $16.7M. The position accounts for 1.25% of the portfolio, ranked #39.

Verity & Verity first reported a position in OWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $18.4M in Q2 2025. 544 funds tracked by Wall St. Rank hold OWL as of Q1 2026.

  • Verity & Verity held 1,831,321 shares of Blue Owl Capital worth $16.7M as of Q1 2026.
  • Verity & Verity bought 794,727 Blue Owl Capital shares in Q1 2026, an estimated $9.61M.
  • Blue Owl Capital made up 1.25% of Verity & Verity's portfolio in Q1 2026, its #39 holding.
  • Verity & Verity first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
  • Verity & Verity's Blue Owl Capital position peaked at $18.4M in Q2 2025.
  • 544 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.