Position in OWL
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$498,269
-$203,881 QoQ
Shares Held
54,575
+16.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Symphony Financial, Ltd. Co. holds $2,692,273 across 5 Asset Management names.
All Filings in OWL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,269 | 54,575 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $702,150 | 46,998 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $788,717 | 46,587 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||