RFS
O icon

Richardson Financial Services’s Realty Income O Stock Holding History

Richardson 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
2025
Q4 		– Sell
-4
Closed -$243 – 613
2025
Q3 		$243 Buy
+4
New +$233 ﹤0.01% 507

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Parnassus Investments
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Richardson Financial Services's O Position: Q4 2025 in Review

Richardson Financial Services sold out of Realty Income (O) in Q4 2025, closing a stake of 4 shares — an estimated $243 sold.

Richardson Financial Services first reported a position in O in Q3 2025 and held it in 1 quarter. The position peaked at $243 in Q3 2025. 1,364 funds tracked by Wall St. Rank hold O as of Q4 2025.

  • Richardson Financial Services reported no remaining Realty Income position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 4 Realty Income shares in Q4 2025, an estimated $243.
  • Richardson Financial Services first reported a position in Realty Income in Q3 2025 and held it in 1 quarter.
  • Richardson Financial Services's Realty Income position peaked at $243 in Q3 2025.
  • 1,364 funds tracked by Wall St. Rank held Realty Income as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.