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Union Savings Bank’s Realty Income O Stock Holding History

Union Savings Bank’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 		$3.78K Hold
61
– – ﹤0.01% 294
2026
Q1 		$3.73K Hold
61
– – ﹤0.01% 292
2025
Q4 		$3.44K Buy
+61
New +$3.53K ﹤0.01% 300

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

Union Savings Bank's O Position: Q2 2026 in Review

Union Savings Bank held its Realty Income (O) position steady in Q2 2026 at 61 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Union Savings Bank 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.

  • Union Savings Bank held 61 shares of Realty Income worth $3.78K as of Q2 2026.
  • Union Savings Bank left its Realty Income share count unchanged in Q2 2026.
  • Realty Income made up ﹤0.01% of Union Savings Bank's portfolio in Q2 2026, its #294 holding.
  • Union Savings Bank 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 Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.