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Three Bearings Fiduciary Advisors’s Realty Income O Stock Holding History

Three Bearings Fiduciary Advisors’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 		$934 Hold
15
– – ﹤0.01% 276
2026
Q1 		$918 Hold
15
– – ﹤0.01% 288
2025
Q4 		$918 Buy
+15
New +$868 ﹤0.01% 308

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Three Bearings Fiduciary Advisors's O Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Realty Income (O) position steady in Q2 2026 at 15 shares worth $934. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Three Bearings Fiduciary Advisors first reported a position in O in Q4 2025 and has held it in 3 quarters since. 881 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 15 shares of Realty Income worth $934 as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #276 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Realty Income in Q4 2025 and has held it in 3 quarters since.
  • 881 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.