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Rmr Group Inc cl a shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Rmr Group Inc cl a (RMR) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Rmr Group Inc cl a

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All positions including Rmr Group Inc cl a held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rmr Group Inc cl a by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.1k 151 20.53

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Rmr Group Inc cl a

BlackRock
Nantahala Capital Management
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Flat Footed
Vanguard Capital Management
Federated Investors
Geode Capital Management
Renaissance Technologies
State Street Corporation
Garner Asset Management Corp
Hotchkis and Wiley Capital Management
Dimensional Fund Advisors
Lincluden Management

View all funds holding Rmr Group Inc cl a