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Cohen & Steers Rts shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Cohen & Steers Rts shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Cohen & Steers Rts

Tip: Access up to 7 years of quarterly data

All positions including Cohen & Steers Rts held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Rts by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $7 444 0.02

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Ishares Tr Rus Tp200 Gr Etf (IWY)
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Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
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Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Cohen & Steers Rts

Commonwealth Equity Services
Cambridge Investment Research Advisors
Quad-Cities Investment Group
Z3 Capital Partners
Lynx Capital Group
Sargent Investment Group
Samalin Investment Counsel
Janney Montgomery Scott
Cooper Financial Group
HBW Advisory Services
Abel Hall
NWF Advisory Services
AlphaCore Capital
Kestra Private Wealth Services
Horizon Kinetics Asset Management

View all funds holding Cohen & Steers Rts