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Resurgent Financial Advisors’s Omega Healthcare OHI Stock Holding History

Resurgent Financial Advisors’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$379K Buy
7,942
+920
+13% +$42.6K 0.11% 198
2026
Q1 		$308K Buy
+7,022
New +$320K 0.11% 202
2024
Q1 		– Sell
-735
Closed -$22.5K – 391
2023
Q4 		$22.5K Hold
735
– – 0.01% 470
2023
Q3 		$24.4K Hold
735
– – 0.02% 451
2023
Q2 		$22.6K Hold
735
– – 0.01% 479
2023
Q1 		$20.1K Sell
735
-223
-23% -$6.21K 0.01% 485
2022
Q4 		$26.8K Buy
+958
New +$28.9K 0.01% 563

Other funds holding OHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Resurgent Financial Advisors's OHI Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Omega Healthcare (OHI) stake by 13% in Q2 2026, buying an estimated $42.6K and bringing the position to 7,942 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #198.

Resurgent Financial Advisors first reported a position in OHI in Q4 2022 and has held it in 7 quarters since. 761 funds tracked by Wall St. Rank hold OHI as of Q2 2026.

  • Resurgent Financial Advisors held 7,942 shares of Omega Healthcare worth $379K as of Q2 2026.
  • Resurgent Financial Advisors bought 920 Omega Healthcare shares in Q2 2026, an estimated $42.6K.
  • Omega Healthcare made up 0.11% of Resurgent Financial Advisors's portfolio in Q2 2026, its #198 holding.
  • Resurgent Financial Advisors first reported a position in Omega Healthcare in Q4 2022 and has held it in 7 quarters since.
  • 761 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2026.

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