KFGK
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Keystone Financial Group (Kentucky)’s Realty Income O Stock Holding History

Keystone Financial Group (Kentucky)’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 		$719K Buy
11,748
+2,388
+26% +$149K 0.05% 245
2025
Q4 		$528K Sell
9,360
-592
-6% -$34.3K 0.04% 255
2025
Q3 		$605K Buy
9,952
+38
+0.4% +$2.21K 0.05% 217
2025
Q2 		$571K Buy
9,914
+1,170
+13% +$66.2K 0.05% 213
2025
Q1 		$507K Buy
8,744
+236
+3% +$13.1K 0.05% 211
2024
Q4 		$454K Sell
8,508
-581
-6% -$33.8K 0.04% 227
2024
Q3 		$576K Sell
9,089
-73
-0.8% -$4.34K 0.07% 174
2024
Q2 		$484K Buy
9,162
+985
+12% +$52.6K 0.17% 81
2024
Q1 		$442K Buy
8,177
+2,325
+40% +$126K 0.06% 200
2023
Q4 		$336K Buy
5,852
+153
+3% +$8.03K 0.06% 200
2023
Q3 		$285K Buy
5,699
+452
+9% +$26K 0.05% 221
2023
Q2 		$314K Buy
+5,247
New +$320K 0.05% 209
2022
Q4 		$349K Sell
5,500
-47
-0.8% -$2.92K 0.07% 186
2022
Q3 		$323K Buy
5,547
+84
+2% +$5.79K 0.07% 190
2022
Q2 		$373K Buy
5,463
+3
+0.1% +$206 0.07% 184
2022
Q1 		$378K Buy
5,460
+502
+10% +$34.1K 0.06% 189
2021
Q4 		$355K Sell
4,958
-156
-3% -$10.7K 0.06% 212
2021
Q3 		$321K Buy
5,114
+168
+3% +$11.3K 0.06% 221
2021
Q2 		$320K Buy
4,946
+2
+0% +$131 0.06% 217
2021
Q1 		$304K Buy
+4,944
New +$293K 0.06% 208
2020
Q1 		– Sell
-3,119
Closed -$223K – 237
2019
Q4 		$223K Sell
3,119
-404
-11% -$30.1K 0.06% 226
2019
Q3 		$262K Buy
3,523
+340
+11% +$23.8K 0.08% 189
2019
Q2 		$213K Buy
3,183
+181
+6% +$12.4K 0.07% 207
2019
Q1 		$214K Sell
3,002
-664
-18% -$44K 0.08% 200
2018
Q4 		$224K Sell
3,666
-491
-12% -$29.3K 0.1% 160
2018
Q3 		$228K Sell
4,157
-138
-3% -$7.6K 0.09% 172
2018
Q2 		$222K Buy
+4,295
New +$218K 0.12% 150

Other funds holding O

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s O Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) increased its Realty Income (O) stake by 26% in Q1 2026, buying an estimated $149K and bringing the position to 11,748 shares worth $719K. The position accounts for 0.05% of the portfolio, ranked #245.

Keystone Financial Group (Kentucky) first reported a position in O in Q2 2018 and has held it in 27 quarters since. 1,437 funds tracked by Wall St. Rank hold O as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 11,748 shares of Realty Income worth $719K as of Q1 2026.
  • Keystone Financial Group (Kentucky) bought 2,388 Realty Income shares in Q1 2026, an estimated $149K.
  • Realty Income made up 0.05% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #245 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Realty Income in Q2 2018 and has held it in 27 quarters since.
  • 1,437 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.