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Silver Grove Financial Group’s Iron Mountain IRM Stock Holding History

Silver Grove Financial Group’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.81K Buy
+46
New +$5.64K ﹤0.01% 1143

Other funds holding IRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Silver Grove Financial Group's IRM Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Iron Mountain (IRM) in Q2 2026: 46 shares worth $5.81K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings.

1,163 funds tracked by Wall St. Rank hold IRM as of Q2 2026.

  • Silver Grove Financial Group held 46 shares of Iron Mountain worth $5.81K as of Q2 2026.
  • Iron Mountain was a new Silver Grove Financial Group position in Q2 2026.
  • Iron Mountain made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1143 holding.
  • 1,163 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.