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Montgomery Financial Services’s Nucor NUE Stock Holding History

Montgomery Financial Services’s Portfolio NUE Stock Details NUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.57K Buy
+25
New +$5.66K ﹤0.01% 222

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Vanguard Capital Management
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Vanguard Portfolio Management
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State Street
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Geode Capital Management
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Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Nucor (NUE) in Q2 2026: 25 shares worth $5.57K. The stake represents ﹤0.01% of the portfolio and ranks #222 among its holdings.

1,466 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Montgomery Financial Services held 25 shares of Nucor worth $5.57K as of Q2 2026.
  • Nucor was a new Montgomery Financial Services position in Q2 2026.
  • Nucor made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #222 holding.
  • 1,466 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

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