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Montgomery Financial Services’s The RMR Group RMR Stock Holding History

Montgomery Financial Services’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1K Buy
+151
New +$2.86K ﹤0.01% 252

Other funds holding RMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in The RMR Group (RMR) in Q2 2026: 151 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #252 among its holdings.

155 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Montgomery Financial Services held 151 shares of The RMR Group worth $3.1K as of Q2 2026.
  • The RMR Group was a new Montgomery Financial Services position in Q2 2026.
  • The RMR Group made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #252 holding.
  • 155 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

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