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Montgomery Financial Services’s Kimco Realty KIM Stock Holding History

Montgomery Financial Services’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.54K Buy
+100
New +$2.4K ﹤0.01% 259

Other funds holding KIM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Kimco Realty (KIM) in Q2 2026: 100 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #259 among its holdings.

645 funds tracked by Wall St. Rank hold KIM as of Q2 2026.

  • Montgomery Financial Services held 100 shares of Kimco Realty worth $2.54K as of Q2 2026.
  • Kimco Realty was a new Montgomery Financial Services position in Q2 2026.
  • Kimco Realty made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #259 holding.
  • 645 funds tracked by Wall St. Rank held Kimco Realty as of Q2 2026.

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