Stonebridge Financial Group (Pennsylvania)’s Realty Income O Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$3.48M	Buy	56,195 +2,788	+5%	+$174K	0.26%	88
2026 Q1	$3.27M	Buy	53,407 +2,203	+4%	+$138K	0.27%	87
2025 Q4	$2.89M	Buy	51,204 +1,900	+4%	+$110K	0.25%	88
2025 Q3	$3M	Buy	49,304 +819	+2%	+$47.7K	0.26%	88
2025 Q2	$2.79M	Buy	48,485 +1,382	+3%	+$78.1K	0.27%	87
2025 Q1	$2.73M	Buy	47,103 +11,350	+32%	+$628K	0.29%	81
2024 Q4	$1.91M	Buy	+35,753	New	+$2.08M	0.21%	90

Other funds holding O

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s O Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Realty Income (O) stake by 5.2% in Q2 2026, buying an estimated $174K and bringing the position to 56,195 shares worth $3.48M. The position accounts for 0.26% of the portfolio, ranked #88.

Stonebridge Financial Group (Pennsylvania) first reported a position in O in Q4 2024 and has held it in 7 quarters since. 1,216 funds tracked by Wall St. Rank hold O as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 56,195 shares of Realty Income worth $3.48M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 2,788 Realty Income shares in Q2 2026, an estimated $174K.
Realty Income made up 0.26% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #88 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Realty Income in Q4 2024 and has held it in 7 quarters since.
1,216 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.