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 Q2	$4.58K	Hold	74	–	–	﹤0.01%	256
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Abound Financial's O Position: Q2 2026 in Review

Abound Financial held its Realty Income (O) position steady in Q2 2026 at 74 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Abound Financial first reported a position in O in Q1 2025 and has held it in 4 quarters since. 1,458 funds tracked by Wall St. Rank hold O as of Q2 2026.

Abound Financial held 74 shares of Realty Income worth $4.58K as of Q2 2026.
Abound Financial left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Abound Financial's portfolio in Q2 2026, its #256 holding.
Abound Financial first reported a position in Realty Income in Q1 2025 and has held it in 4 quarters since.
1,458 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.