Position in OWL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,508,675
+$4,928 QoQ
Shares Held
172,420
+4.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#192
of 575 holders
Holding Since
Mar 2024
10 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, 2026BEACON INVESTMENT ADVISORS LLC holds $4,893,449 across 4 Asset Management names. OWL ranks #2 (30.8% of the industry book) .
All Filings in OWL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,675 | 172,420 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,503,747 | 164,704 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $325,258 | 21,771 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $302,962 | 17,895 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $319,615 | 16,638 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $328,355 | 16,385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $359,553 | 15,458 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $264,418 | 13,658 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $218,999 | 12,338 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $218,361 | 11,578 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||