Position in OWL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$4,045,457
+$3,566,352 QoQ
Shares Held
462,338
+0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#118
of 572 holders
Holding Since
Sep 2025
4 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, 2026Regent Peak Wealth Advisors LLC holds $5,424,308 across 4 Asset Management names. OWL ranks #1 (74.6% of the industry book) .
All Filings in OWL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,045,457 | 462,338 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $479,105 | 462,186 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $491,440 | 461,664 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $464,370 | 459,814 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||