Montgomery Financial Services
LOEV

Montgomery Financial Services’s Harding Loevner International Developed Markets Select Equity ETF LOEV Stock Holding History

Montgomery Financial Services’s Portfolio LOEV Stock Details LOEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$521K Buy
+32,857
New +$527K 0.43% 22

Other funds holding LOEV

Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $229M AUM 14.88% 1-Year Est. Return
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return

Montgomery Financial Services's LOEV Position: Q3 2026 in Review

Montgomery Financial Services opened a new position in Harding Loevner International Developed Markets Select Equity ETF (LOEV) in Q3 2026: 32,857 shares worth $521K. The stake represents 0.43% of the portfolio and ranks #22 among its holdings.

20 funds tracked by Wall St. Rank hold LOEV as of Q3 2026.

  • Montgomery Financial Services held 32,857 shares of Harding Loevner International Developed Markets Select Equity ETF worth $521K as of Q3 2026.
  • Harding Loevner International Developed Markets Select Equity ETF was a new Montgomery Financial Services position in Q3 2026.
  • Harding Loevner International Developed Markets Select Equity ETF made up 0.43% of Montgomery Financial Services's portfolio in Q3 2026, its #22 holding.
  • 20 funds tracked by Wall St. Rank held Harding Loevner International Developed Markets Select Equity ETF as of Q3 2026.

Based on Montgomery Financial Services's 13F filing for Q3 2026, filed 3 Nov 2026.