Position in OWL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$126,516
-$2,646 QoQ
Shares Held
14,459
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#418
of 572 holders
Holding Since
Dec 2024
7 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, 2026Performance Wealth Partners, LLC holds $2,263,112 across 6 Asset Management names. OWL ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
3,771 | $655,550 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,536 | $654,964 | |
| 3 | AMP |
Ameriprise Financial Inc
|
883 | $405,085 | |
| 4 | KKR |
KKR & Co. Inc.
|
2,378 | $218,252 | |
| 5 | BX |
Blackstone Inc.
|
1,723 | $202,745 | |
| 6 | OWL |
Blue Owl Capital Inc.
This page
|
14,459 | $126,516 |
All Filings in OWL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,516 | 14,459 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $129,162 | 14,147 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $418,110 | 27,986 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $466,404 | 27,549 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $522,992 | 27,225 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,909,928 | 145,206 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,720,582 | 116,964 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||