SOS
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Silver Oak Securities’s Realty Income O Stock Holding History

Silver Oak Securities’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 		$1.11M Buy
17,970
+321
+2% +$20K 0.07% 271
2026
Q1 		$1.08M Buy
17,649
+857
+5% +$53.6K 0.08% 245
2025
Q4 		$958K Buy
16,792
+2,797
+20% +$162K 0.06% 297
2025
Q3 		$851K Buy
13,995
+812
+6% +$47.3K 0.06% 301
2025
Q2 		$759K Buy
13,183
+468
+4% +$26.5K 0.06% 312
2025
Q1 		$720K Sell
12,715
-473
-4% -$26.2K 0.07% 300
2024
Q4 		$695K Buy
+13,188
New +$768K 0.06% 310

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Silver Oak Securities's O Position: Q2 2026 in Review

Silver Oak Securities increased its Realty Income (O) stake by 1.8% in Q2 2026, buying an estimated $20K and bringing the position to 17,970 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #271.

Silver Oak Securities first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,453 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Silver Oak Securities held 17,970 shares of Realty Income worth $1.11M as of Q2 2026.
  • Silver Oak Securities bought 321 Realty Income shares in Q2 2026, an estimated $20K.
  • Realty Income made up 0.07% of Silver Oak Securities's portfolio in Q2 2026, its #271 holding.
  • Silver Oak Securities first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
  • 1,453 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.