SGFG
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Silver Grove Financial Group’s Realty Income O Stock Holding History

Silver Grove Financial Group’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 		$57.8K Buy
933
+810
+659% +$50.5K 0.03% 365
2026
Q1 		$7.53K Buy
+123
New +$7.7K 0.01% 331

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Silver Grove Financial Group's O Position: Q2 2026 in Review

Silver Grove Financial Group increased its Realty Income (O) stake by 659% in Q2 2026, buying an estimated $50.5K and bringing the position to 933 shares worth $57.8K. The position accounts for 0.03% of the portfolio, ranked #365.

Silver Grove Financial Group first reported a position in O in Q1 2026 and has held it in 2 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Silver Grove Financial Group held 933 shares of Realty Income worth $57.8K as of Q2 2026.
  • Silver Grove Financial Group bought 810 Realty Income shares in Q2 2026, an estimated $50.5K.
  • Realty Income made up 0.03% of Silver Grove Financial Group's portfolio in Q2 2026, its #365 holding.
  • Silver Grove Financial Group first reported a position in Realty Income in Q1 2026 and has held it in 2 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.