Security National Bank of So Dak’s Realty Income O Stock Holding History

Security National Bank of So Dak’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 Q1	$1.41M	Sell	22,982 -2,401	-9%	-$150K	0.68%	55
2025 Q4	$1.43M	Buy	25,383 +35	+0.1%	+$2.03K	0.7%	53
2025 Q3	$1.54M	Sell	25,348 -495	-2%	-$28.8K	0.77%	47
2025 Q2	$1.49M	Sell	25,843 -125	-0.5%	-$7.07K	0.81%	45
2025 Q1	$1.51M	Buy	25,968 +548	+2%	+$30.3K	0.85%	43
2024 Q4	$1.36M	Sell	25,420 -1,645	-6%	-$95.8K	0.76%	50
2024 Q3	$1.72M	Sell	27,065 -105	-0.4%	-$6.25K	0.95%	39
2024 Q2	$1.44M	Sell	27,170 -1,065	-4%	-$56.9K	0.86%	45
2024 Q1	$1.53M	Buy	28,235 +6,369	+29%	+$345K	0.92%	44
2023 Q4	$1.26M	Sell	21,866 -2,675	-11%	-$140K	0.83%	47
2023 Q3	$1.23M	Sell	24,541 -4,579	-16%	-$263K	0.9%	43
2023 Q2	$1.74M	Buy	+29,120	New	+$1.78M	1.24%	30
2022 Q4	$1.91M	Sell	30,161 -2,575	-8%	-$160K	1.39%	28
2022 Q3	$1.91M	Sell	32,736 -374	-1%	-$25.8K	1.71%	21
2022 Q2	$2.26M	Sell	33,110 -25	-0.1%	-$1.72K	1.87%	14
2022 Q1	$2.3M	Buy	33,135 +1,445	+5%	+$98.2K	1.6%	20
2021 Q4	$2.27M	Buy	+31,690	New	+$2.18M	1.53%	21

Other funds holding O

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Security National Bank of So Dak's O Position: Q1 2026 in Review

Security National Bank of So Dak reduced its Realty Income (O) stake by 9.5% in Q1 2026, selling an estimated $150K and leaving 22,982 shares worth $1.41M. The position accounts for 0.68% of the portfolio, ranked #55.

Security National Bank of So Dak first reported a position in O in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.3M in Q1 2022. 1,438 funds tracked by Wall St. Rank hold O as of Q1 2026.

Security National Bank of So Dak held 22,982 shares of Realty Income worth $1.41M as of Q1 2026.
Security National Bank of So Dak sold 2,401 Realty Income shares in Q1 2026, an estimated $150K.
Realty Income made up 0.68% of Security National Bank of So Dak's portfolio in Q1 2026, its #55 holding.
Security National Bank of So Dak first reported a position in Realty Income in Q4 2021 and has held it in 17 quarters since.
Security National Bank of So Dak's Realty Income position peaked at $2.3M in Q1 2022.
1,438 funds tracked by Wall St. Rank held Realty Income as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.