Montgomery Financial Services’s TPG Mortgage Investment Trust MITT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38K	Buy	+300	New	+$2.34K	﹤0.01%	262

Other funds holding MITT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in TPG Mortgage Investment Trust (MITT) in Q2 2026: 300 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #262 among its holdings.

106 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

Montgomery Financial Services held 300 shares of TPG Mortgage Investment Trust worth $2.38K as of Q2 2026.
TPG Mortgage Investment Trust was a new Montgomery Financial Services position in Q2 2026.
TPG Mortgage Investment Trust made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #262 holding.
106 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

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