Pacific Center for Financial Services’s Realty Income O Stock Holding History

Pacific Center for 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	$1.43K	Hold	23	–	–	﹤0.01%	445
2026 Q1	$1.41K	Hold	23	–	–	﹤0.01%	450
2025 Q4	$1.4K	Hold	23	–	–	﹤0.01%	427
2025 Q3	$1.4K	Hold	23	–	–	﹤0.01%	427
2025 Q2	$1.33K	Hold	23	–	–	﹤0.01%	415
2025 Q1	$1.33K	Hold	23	–	–	﹤0.01%	420
2024 Q4	$1.23K	Hold	23	–	–	﹤0.01%	426
2024 Q3	$1.46K	Hold	23	–	–	﹤0.01%	419
2024 Q2	$1.22K	Buy	+23	New	+$1.23K	﹤0.01%	417
2022 Q1	–	Sell	-178	Closed	-$13K	–	387
2021 Q4	$13K	Sell	178 -6	-3%	-$413	0.01%	263
2021 Q3	$12K	Hold	184	–	–	0.01%	271
2021 Q2	$12K	Hold	184	–	–	0.01%	252
2021 Q1	$11K	Hold	184	–	–	0.01%	246
2020 Q4	$11K	Hold	184	–	–	﹤0.01%	239
2020 Q3	$11K	Hold	184	–	–	﹤0.01%	209
2020 Q2	$11K	Hold	184	–	–	0.01%	199
2020 Q1	$9K	Hold	184	–	–	0.01%	192
2019 Q4	$13K	Hold	184	–	–	0.01%	197
2019 Q3	$14K	Hold	184	–	–	0.01%	193
2019 Q2	$12K	Hold	184	–	–	0.01%	205
2019 Q1	$13K	Hold	184	–	–	0.01%	196
2018 Q4	$11K	Hold	184	–	–	0.01%	204
2018 Q3	$10K	Hold	184	–	–	﹤0.01%	218
2018 Q2	$10K	Hold	184	–	–	0.01%	202
2018 Q1	$9K	Hold	184	–	–	0.01%	206
2017 Q4	$10K	Hold	184	–	–	0.01%	205
2017 Q3	$10K	Buy	+184	New	+$10.2K	0.01%	199

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Pacific Center for Financial Services's O Position: Q2 2026 in Review

Pacific Center for Financial Services held its Realty Income (O) position steady in Q2 2026 at 23 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Pacific Center for Financial Services first reported a position in O in Q3 2017 and has held it in 27 quarters since. The position peaked at $14K in Q3 2019. 1,451 funds tracked by Wall St. Rank hold O as of Q2 2026.

Pacific Center for Financial Services held 23 shares of Realty Income worth $1.43K as of Q2 2026.
Pacific Center for Financial Services left its Realty Income share count unchanged in Q2 2026.
Realty Income made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #445 holding.
Pacific Center for Financial Services first reported a position in Realty Income in Q3 2017 and has held it in 27 quarters since.
Pacific Center for Financial Services's Realty Income position peaked at $14K in Q3 2019.
1,451 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.