MFS
SCNM

Montgomery Financial Services’s Sterling Capital National Municipal Bond ETF SCNM Stock Holding History

Montgomery Financial Services’s Portfolio SCNM Stock Details SCNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.4M Buy
+135,291
New +$3.38M 2.96% 9

Other funds holding SCNM

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
AWMNH
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $319M AUM 17.85% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
FWM
FLP Wealth Management Bentonville, Arkansas $56.2M AUM 20.48% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in Sterling Capital National Municipal Bond ETF (SCNM) in Q2 2026: 135,291 shares worth $3.4M. The stake represents 2.96% of the portfolio and ranks #9 among its holdings.

27 funds tracked by Wall St. Rank hold SCNM as of Q2 2026.

  • Montgomery Financial Services held 135,291 shares of Sterling Capital National Municipal Bond ETF worth $3.4M as of Q2 2026.
  • Sterling Capital National Municipal Bond ETF was a new Montgomery Financial Services position in Q2 2026.
  • Sterling Capital National Municipal Bond ETF made up 2.96% of Montgomery Financial Services's portfolio in Q2 2026, its #9 holding.
  • 27 funds tracked by Wall St. Rank held Sterling Capital National Municipal Bond ETF as of Q2 2026.

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