BHFP
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Blom & Howell Financial Planning’s Realty Income O Stock Holding History

Blom & Howell Financial Planning’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 		$356K Sell
5,746
-98
-2% -$6.11K 0.3% 47
2026
Q1 		$358K Sell
5,844
-21
-0.4% -$1.31K 0.35% 41
2025
Q4 		$331K Buy
+5,865
New +$340K 0.33% 43

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Blom & Howell Financial Planning's O Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Realty Income (O) stake by 1.7% in Q2 2026, selling an estimated $6.11K and leaving 5,746 shares worth $356K. The position accounts for 0.3% of the portfolio, ranked #47.

Blom & Howell Financial Planning first reported a position in O in Q4 2025 and has held it in 3 quarters since. The position peaked at $358K in Q1 2026. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Blom & Howell Financial Planning held 5,746 shares of Realty Income worth $356K as of Q2 2026.
  • Blom & Howell Financial Planning sold 98 Realty Income shares in Q2 2026, an estimated $6.11K.
  • Realty Income made up 0.3% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #47 holding.
  • Blom & Howell Financial Planning first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's Realty Income position peaked at $358K in Q1 2026.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.