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Montgomery Financial Services’s Dow Inc DOW Stock Holding History

Montgomery Financial Services’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.85K Buy
+104
New +$3.77K ﹤0.01% 257

Other funds holding DOW

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Dow Inc (DOW) in Q2 2026: 104 shares worth $2.85K. The stake represents ﹤0.01% of the portfolio and ranks #257 among its holdings.

1,135 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Montgomery Financial Services held 104 shares of Dow Inc worth $2.85K as of Q2 2026.
  • Dow Inc was a new Montgomery Financial Services position in Q2 2026.
  • Dow Inc made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #257 holding.
  • 1,135 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

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