Position in OWL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$223,125
+$58,785 QoQ
Shares Held
25,500
+41.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#357
of 572 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Stokes Capital Advisors, LLC holds $1,761,966 across 4 Asset Management names. OWL ranks #4 (12.7% of the industry book) .
All Filings in OWL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,125 | 25,500 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $164,340 | 18,000 | Shares | Defined | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||