James T. Borello RIA
OWL icon

James T. Borello RIA’s Blue Owl Capital OWL Stock Holding History

James T. Borello RIA’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 		$345 Hold
38
– – ﹤0.01% 1074
2026
Q2 		$333 Sell
38
-1,104
-97% -$10.5K ﹤0.01% 1083
2026
Q1 		$10.4K Buy
1,142
+920
+414% +$11.1K ﹤0.01% 553
2025
Q4 		$3.32K Buy
222
+194
+693% +$3.03K ﹤0.01% 676
2025
Q3 		$474 Buy
+28
New +$532 ﹤0.01% 885

Other funds holding OWL

Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TT Capital Management
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
Granite FO LLC Bedford, New Hampshire $186M AUM 45.65% 1-Year Est. Return

James T. Borello RIA's OWL Position: Q3 2026 in Review

James T. Borello RIA held its Blue Owl Capital (OWL) position steady in Q3 2026 at 38 shares worth $345. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

James T. Borello RIA first reported a position in OWL in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.4K in Q1 2026. 111 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • James T. Borello RIA held 38 shares of Blue Owl Capital worth $345 as of Q3 2026.
  • James T. Borello RIA left its Blue Owl Capital share count unchanged in Q3 2026.
  • Blue Owl Capital made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1074 holding.
  • James T. Borello RIA first reported a position in Blue Owl Capital in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Blue Owl Capital position peaked at $10.4K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.