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BOLTON SECURITIES CORPORATION’s Blue Owl Capital OWL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$452K Sell
49,675
-2,850
-5% -$30K 0.02% 632
2026
Q2 		$460K Buy
52,525
+9,610
+22% +$91.3K 0.02% 629
2026
Q1 		$392K Buy
+42,915
New +$519K 0.02% 609
2025
Q3 		$141K Buy
+8,339
New +$159K 0.01% 848
2025
Q1 		$99.2K Buy
+4,950
New +$111K 0.01% 878

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's OWL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Blue Owl Capital (OWL) stake by 5.4% in Q3 2026, selling an estimated $30K and leaving 49,675 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #632.

BOLTON SECURITIES CORPORATION first reported a position in OWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $460K in Q2 2026. 366 funds tracked by Wall St. Rank hold OWL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 49,675 shares of Blue Owl Capital worth $452K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 2,850 Blue Owl Capital shares in Q3 2026, an estimated $30K.
  • Blue Owl Capital made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #632 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Blue Owl Capital in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Blue Owl Capital position peaked at $460K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.