Position in OWL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$234,333
New position
Shares Held
26,781
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#351
of 572 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Portside Wealth Group, LLC holds $4,571,192 across 9 Asset Management names. OWL ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
31,095 | $1,324,335 | |
| 2 | SEIC |
Sei Investments Co
|
11,403 | $1,000,156 | |
| 3 | ARES |
Ares Management Corp
|
6,184 | $688,340 | |
| 4 | BX |
Blackstone Inc.
|
2,752 | $323,826 | |
| 5 | RJF |
Raymond James Financial Inc
|
1,927 | $292,961 | |
| 6 | AMP |
Ameriprise Financial Inc
|
585 | $268,374 | |
| 7 | OWL |
Blue Owl Capital Inc.
This page
|
26,781 | $234,333 | |
| 8 | BLK |
BlackRock, Inc.
|
243 | $233,658 |
All Filings in OWL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,333 | 26,781 | Shares | Other | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||