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BOK Financial Private Wealth’s Realty Income O Stock Holding History

BOK Financial Private Wealth’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 		$2.48K Buy
+40
New +$2.49K ﹤0.01% 604
2025
Q4 		– Sell
-137
Closed -$8.33K – 466
2025
Q3 		$8.33K Buy
+137
New +$7.98K ﹤0.01% 339

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

BOK Financial Private Wealth's O Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Realty Income (O) in Q2 2026: 40 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in O as recently as Q3 2025.

BOK Financial Private Wealth first reported a position in O in Q3 2025 and has held it in 2 quarters since. The position peaked at $8.33K in Q3 2025. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • BOK Financial Private Wealth held 40 shares of Realty Income worth $2.48K as of Q2 2026.
  • Realty Income was a new BOK Financial Private Wealth position in Q2 2026.
  • Realty Income made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #604 holding.
  • BOK Financial Private Wealth first reported a position in Realty Income in Q3 2025 and has held it in 2 quarters since.
  • BOK Financial Private Wealth's Realty Income position peaked at $8.33K in Q3 2025.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.