Montgomery Financial Services’s Royalty Pharma RPRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.63K	Buy	+136	New	+$7.08K	0.01%	195

Other funds holding RPRX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Royalty Pharma (RPRX) in Q2 2026: 136 shares worth $7.63K. The stake represents 0.01% of the portfolio and ranks #195 among its holdings.

607 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

Montgomery Financial Services held 136 shares of Royalty Pharma worth $7.63K as of Q2 2026.
Royalty Pharma was a new Montgomery Financial Services position in Q2 2026.
Royalty Pharma made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #195 holding.
607 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

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