Abound Financial’s Realty Income O Stock Holding History

Abound Financial’s Portfolio O Stock Details O Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.53K	Hold	74	–	–	﹤0.01%	241
2025 Q4	$4.17K	Buy	+74	New	+$4.28K	﹤0.01%	237
2025 Q2	–	Sell	-74	Closed	-$4.29K	–	196
2025 Q1	$4.29K	Buy	+74	New	+$4.1K	﹤0.01%	230

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Abound Financial's O Position: Q1 2026 in Review

Abound Financial held its Realty Income (O) position steady in Q1 2026 at 74 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Abound Financial first reported a position in O in Q1 2025 and has held it in 3 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

Abound Financial held 74 shares of Realty Income worth $4.53K as of Q1 2026.
Abound Financial left its Realty Income share count unchanged in Q1 2026.
Realty Income made up ﹤0.01% of Abound Financial's portfolio in Q1 2026, its #241 holding.
Abound Financial first reported a position in Realty Income in Q1 2025 and has held it in 3 quarters since.
1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.