Back to TFC-PR
MONTGOMERY INVESTMENT MANAGEMENT INC → TFC-PR
MONTGOMERY INVESTMENT MANAGEMENT INC TFC-PR Position History
Truist Financial Corporation • Banking
Quarters held
4
Latest value
$14.6M
Q3 2026
Peak value
$15.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15.7M |
| Q1 2026 | $14.6M |
| Q2 2026 | $15.8M |
| Q3 2026 | $14.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.6M | 314.4K | — | — |
| Q2 2026 | $15.8M | 317.0K | — | — |
| Q1 2026 | $14.6M | 318.1K | — | — |
| Q4 2025 | $15.7M | 318.9K | — | — |
Other funds holding TFC-PR
$5.2B
$4.9B
$4.9B
$4.6B
$2.9B
$2.9B
$2.9B
$2.8B