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Montgomery Financial Services’s Comcast CMCSA Stock Holding History

Montgomery Financial Services’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.99K Buy
+81
New +$2.09K ﹤0.01% 274

Other funds holding CMCSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Montgomery Financial Services opened a new position in Comcast (CMCSA) in Q2 2026: 81 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings.

1,802 funds tracked by Wall St. Rank hold CMCSA as of Q2 2026.

  • Montgomery Financial Services held 81 shares of Comcast worth $1.99K as of Q2 2026.
  • Comcast was a new Montgomery Financial Services position in Q2 2026.
  • Comcast made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #274 holding.
  • 1,802 funds tracked by Wall St. Rank held Comcast as of Q2 2026.

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