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Equibles

Center for Financial Planning, Inc.

Position in OWL — Blue Owl Capital Inc.

CIK 1803557 SOUTHFIED, MI
Back to OWL Full portfolio

Position in OWL

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$41,956
+$1,784 QoQ
Shares Held
4,795
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#474
of 575 holders
Holding Since
Dec 2021
19 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, 2026

Center for Financial Planning, Inc. holds $3,557,928 across 17 Asset Management names. OWL ranks #7 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RJF
Raymond James Financial Inc
 19,124 $2,907,421
2 STT
State Street Corp
 800 $135,680
3 BX
Blackstone Inc.
 640 $75,308
4 AMP
Ameriprise Financial Inc
 137 $62,850
5 RVT
Royce Small-Cap Trust, Inc.
 2,756 $50,903
6 APO
Apollo Global Management, Inc.
 372 $44,011
7 OWL
Blue Owl Capital Inc.
This page 		4,795 $41,956
8 KF
Korea Fund Inc
 500 $37,605

All Filings in OWL

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $41,956 4,795
2026-03-31 $40,172 4,400
2025-12-31 $2,988 200
2025-09-30 $3,386 200
2025-06-30 $3,842 200
2025-03-31 $4,008 200
2024-12-31 $4,652 200
2024-09-30 $3,872 200
2024-06-30 $3,550 200
2024-03-31 $3,772 200
2023-12-31 $2,980 200
2023-09-30 $2,592 200
2023-06-30 $2,330 200
2023-03-31 $2,216 200
2022-12-31 $2,120 200
2022-09-30 $1,846 200
2022-06-30 $2,006 200
2022-03-31 $2,536 200
2021-12-31 $2,430 163