Yorktown Management & Research Company’s Blue Owl Capital OWL Stock Holding History

Yorktown Management & Research Company’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
2025 Q4	–	Sell	-16,900	Closed	-$286K	–	239
2025 Q3	$286K	Hold	16,900	–	–	0.23%	178
2025 Q2	$325K	Hold	16,900	–	–	0.31%	156
2025 Q1	$339K	Hold	16,900	–	–	0.37%	122
2024 Q4	$393K	Hold	16,900	–	–	0.38%	122
2024 Q3	$327K	Buy	+16,900	New	+$302K	0.34%	156

Other funds holding OWL

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Yorktown Management & Research Company's OWL Position: Q4 2025 in Review

Yorktown Management & Research Company sold out of Blue Owl Capital (OWL) in Q4 2025, closing a stake of 16,900 shares — an estimated $286K sold.

Yorktown Management & Research Company first reported a position in OWL in Q3 2024 and held it in 5 quarters. The position peaked at $393K in Q4 2024. 521 funds tracked by Wall St. Rank hold OWL as of Q4 2025.

Yorktown Management & Research Company reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Yorktown Management & Research Company sold 16,900 Blue Owl Capital shares in Q4 2025, an estimated $286K.
Yorktown Management & Research Company first reported a position in Blue Owl Capital in Q3 2024 and held it in 5 quarters.
Yorktown Management & Research Company's Blue Owl Capital position peaked at $393K in Q4 2024.
521 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Yorktown Management & Research Company's 13F filing for Q4 2025, filed 23 Jan 2026.