Osaic Holdings
SRL icon

Osaic Holdings’s Scully Royalty SRL Stock Holding History

Osaic Holdings’s Portfolio SRL Stock Details SRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$508 Hold
65
– – ﹤0.01% 7432
2025
Q4 		$555 Hold
65
– – ﹤0.01% 7417
2025
Q3 		$390 Hold
65
– – ﹤0.01% 7588
2025
Q2 		$377 Buy
+65
New +$460 ﹤0.01% 7396
2025
Q1 		– Sell
-65
Closed -$601 – 7692
2024
Q4 		$601 Hold
65
– – ﹤0.01% 6972
2024
Q3 		$520 Hold
65
– – ﹤0.01% 7004
2024
Q2 		$463 Buy
+65
New +$414 ﹤0.01% 7004
2021
Q1 		– Sell
-120
Closed -$1K – 6938
2020
Q4 		$1K Buy
+120
New +$538 ﹤0.01% 6269

Other funds holding SRL

IR
IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings's SRL Position: Q1 2026 in Review

Osaic Holdings held its Scully Royalty (SRL) position steady in Q1 2026 at 65 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #7432.

Osaic Holdings first reported a position in SRL in Q4 2020 and has held it in 8 quarters since. The position peaked at $1K in Q4 2020. 17 funds tracked by Wall St. Rank hold SRL as of Q1 2026.

  • Osaic Holdings held 65 shares of Scully Royalty worth $508 as of Q1 2026.
  • Osaic Holdings left its Scully Royalty share count unchanged in Q1 2026.
  • Scully Royalty made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7432 holding.
  • Osaic Holdings first reported a position in Scully Royalty in Q4 2020 and has held it in 8 quarters since.
  • Osaic Holdings's Scully Royalty position peaked at $1K in Q4 2020.
  • 17 funds tracked by Wall St. Rank held Scully Royalty as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.