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Larson Financial Group’s Realty Income O Stock Holding History

Larson Financial Group’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 		$468K Buy
7,558
+336
+5% +$20.9K 0.01% 579
2026
Q1 		$442K Buy
7,222
+76
+1% +$4.76K 0.01% 511
2025
Q4 		$403K Sell
7,146
-971
-12% -$56.2K 0.01% 528
2025
Q3 		$493K Buy
8,117
+731
+10% +$42.6K 0.02% 466
2025
Q2 		$426K Buy
7,386
+1,930
+35% +$109K 0.02% 474
2025
Q1 		$317K Sell
5,456
-5,185
-49% -$287K 0.02% 512
2024
Q4 		$568K Buy
10,641
+1,809
+20% +$105K 0.03% 325
2024
Q3 		$560K Buy
8,832
+3,407
+63% +$203K 0.03% 314
2024
Q2 		$287K Sell
5,425
-16
-0.3% -$854 0.02% 376
2024
Q1 		$294K Buy
5,441
+3,004
+123% +$163K 0.02% 319
2023
Q4 		$140K Buy
2,437
+73
+3% +$3.83K 0.01% 424
2023
Q3 		$118K Buy
2,364
+1,951
+472% +$112K 0.01% 424
2023
Q2 		$24.7K Sell
413
-331
-44% -$20.2K ﹤0.01% 683
2023
Q1 		$47.1K Buy
744
+17
+2% +$1.1K 0.01% 566
2022
Q4 		$46.1K Buy
727
+155
+27% +$9.63K 0.01% 533
2022
Q3 		$33K Buy
572
+1
+0.2% +$69 ﹤0.01% 535
2022
Q2 		$39K Buy
571
+2
+0.4% +$137 0.01% 417
2022
Q1 		$39K Buy
569
+2
+0.4% +$136 0.01% 414
2021
Q4 		$41K Buy
567
+138
+32% +$9.49K 0.01% 413
2021
Q3 		$27K Buy
429
+2
+0.5% +$135 0.01% 409
2021
Q2 		$28K Buy
427
+156
+58% +$10.2K 0.01% 380
2021
Q1 		$17K Hold
271
– – 0.01% 442
2020
Q4 		$16K Hold
271
– – 0.01% 416
2020
Q3 		$16K Sell
271
-26
-9% -$1.54K 0.01% 365
2020
Q2 		$17K Buy
297
+26
+10% +$1.39K 0.01% 305
2020
Q1 		$13K Hold
271
– – 0.01% 261
2019
Q4 		$19K Hold
271
– – 0.01% 227
2019
Q3 		$20K Buy
+271
New +$19K 0.01% 223

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Larson Financial Group's O Position: Q2 2026 in Review

Larson Financial Group increased its Realty Income (O) stake by 4.7% in Q2 2026, buying an estimated $20.9K and bringing the position to 7,558 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #579.

Larson Financial Group first reported a position in O in Q3 2019 and has held it in 28 quarters since. The position peaked at $568K in Q4 2024. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Larson Financial Group held 7,558 shares of Realty Income worth $468K as of Q2 2026.
  • Larson Financial Group bought 336 Realty Income shares in Q2 2026, an estimated $20.9K.
  • Realty Income made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #579 holding.
  • Larson Financial Group first reported a position in Realty Income in Q3 2019 and has held it in 28 quarters since.
  • Larson Financial Group's Realty Income position peaked at $568K in Q4 2024.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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