Keynote Financial Services’s Realty Income O Stock Holding History

Keynote Financial Services’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	$1.48M	Buy	23,846 +30	+0.1%	+$1.87K	0.69%	42
2026 Q1	$1.46M	Buy	23,816 +50	+0.2%	+$3.13K	0.77%	39
2025 Q4	$1.34M	Buy	23,766 +12,810	+117%	+$742K	0.75%	39
2025 Q3	$666K	Buy	10,956 +2,755	+34%	+$160K	0.4%	67
2025 Q2	$472K	Buy	8,201 +960	+13%	+$54.3K	0.32%	84
2025 Q1	$420K	Buy	+7,241	New	+$401K	0.3%	90

Other funds holding O

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Keynote Financial Services's O Position: Q2 2026 in Review

Keynote Financial Services increased its Realty Income (O) stake by 0.13% in Q2 2026, buying an estimated $1.87K and bringing the position to 23,846 shares worth $1.48M. The position accounts for 0.69% of the portfolio, ranked #42.

Keynote Financial Services first reported a position in O in Q1 2025 and has held it in 6 quarters since. 722 funds tracked by Wall St. Rank hold O as of Q2 2026.

Keynote Financial Services held 23,846 shares of Realty Income worth $1.48M as of Q2 2026.
Keynote Financial Services bought 30 Realty Income shares in Q2 2026, an estimated $1.87K.
Realty Income made up 0.69% of Keynote Financial Services's portfolio in Q2 2026, its #42 holding.
Keynote Financial Services first reported a position in Realty Income in Q1 2025 and has held it in 6 quarters since.
722 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.