Montgomery Financial Services’s Realty Income O Stock Holding History

Montgomery 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	$3.1K	Buy	+50	New	+$3.12K	﹤0.01%	253

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Realty Income (O) in Q2 2026: 50 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #253 among its holdings.

1,386 funds tracked by Wall St. Rank hold O as of Q2 2026.

Montgomery Financial Services held 50 shares of Realty Income worth $3.1K as of Q2 2026.
Realty Income was a new Montgomery Financial Services position in Q2 2026.
Realty Income made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #253 holding.
1,386 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.