Montgomery Financial Services’s BlackRock Flexible Income ETF BINC Stock Holding History

Montgomery Financial Services’s Portfolio BINC Stock Details BINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8K	Buy	+206	New	+$10.8K	0.01%	165

Other funds holding BINC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Montgomery Financial Services's BINC Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in BlackRock Flexible Income ETF (BINC) in Q2 2026: 206 shares worth $10.8K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings.

747 funds tracked by Wall St. Rank hold BINC as of Q2 2026.

Montgomery Financial Services held 206 shares of BlackRock Flexible Income ETF worth $10.8K as of Q2 2026.
BlackRock Flexible Income ETF was a new Montgomery Financial Services position in Q2 2026.
BlackRock Flexible Income ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #165 holding.
747 funds tracked by Wall St. Rank held BlackRock Flexible Income ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.