Montgomery Financial Services LLC current holdings: USA Preferred Shares
Montgomery Financial Services LLC reported $0.00 billion in preferred shares (listed in the US), 1 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are PRFD.
- PRFD: Country of operation —; Class PREFERRED AND CP; Shares 14; Value $719.
Form 13F-HR as filed (SEC CIK 2149844): quarter ended 2026-06-30, filed 2026-08-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
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