Back to STT-PG
Montgomery Financial Services LLC → STT-PG
Montgomery Financial Services LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
19
Latest value
$26K
Q3 2026
Peak value
$1.3M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $19K |
| Q2 2026 | $580 |
| Q2 2026 | $1K |
| Q2 2026 | $236 |
| Q2 2026 | $454 |
| Q2 2026 | $1.1M |
| Q2 2026 | $429 |
| Q2 2026 | $14K |
| Q2 2026 | $26K |
| Q3 2026 | $39K |
| Q3 2026 | $550 |
| Q3 2026 | $16K |
| Q3 2026 | $1K |
| Q3 2026 | $215 |
| Q3 2026 | $436 |
| Q3 2026 | $1.3M |
| Q3 2026 | $399 |
| Q3 2026 | $16K |
| Q3 2026 | $26K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26K | 485 | — | — |
| Q3 2026 | $16K | 259 | — | — |
| Q3 2026 | $399 | 6 | — | — |
| Q3 2026 | $1.3M | 14.2K | — | — |
| Q3 2026 | $436 | 16 | — | — |
| Q3 2026 | $215 | 9 | — | — |
| Q3 2026 | $1K | 20 | — | — |
| Q3 2026 | $16K | 132 | — | — |
| Q3 2026 | $550 | 26 | — | — |
| Q3 2026 | $39K | 474 | — | — |
| Q2 2026 | $26K | 485 | — | — |
| Q2 2026 | $14K | 258 | — | — |
| Q2 2026 | $429 | 6 | — | — |
| Q2 2026 | $1.1M | 12.3K | — | — |
| Q2 2026 | $454 | 16 | — | — |
| Q2 2026 | $236 | 9 | — | — |
| Q2 2026 | $1K | 20 | — | — |
| Q2 2026 | $580 | 26 | — | — |
| Q2 2026 | $19K | 244 | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B