Montgomery Financial Services »

Capitol Ser Tr shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Capitol Ser Tr (SCEC) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Capitol Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Capitol Ser Tr held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capitol Ser Tr by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $25M 1.0M 25.04

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 Capitol Ser Tr

AE Wealth Management
Kingdom Financial Group
CWA Asset Management
Key Capital Management
Howard Bailey Securities
Montgomery Financial Services
LifeWealth Investments
Simplicity Wealth
Global Wealth Management Investment Advisory
Family Wealth Group
Quest 10 Wealth Builders
FLP Wealth Management
Citadel Advisors
Lloyd Advisory Services
Farther Finance Advisors

View all funds holding Capitol Ser Tr