Institutions / Montgomery Investment Management Inc / Activity
Activity — Montgomery Investment Management Inc
8 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Pinnacle Financial Partners, Inc. Common stock | $2.15M | +25K | 24,918 0.73% of portfolio | low |
| Q1 2026 as of | New | IES Holdings, Inc. Common stock | $652.8K | +1K | 1,370 0.22% of portfolio | low |
| Q1 2026 as of | New | Comfort Systems USA Inc Common stock | $620.5K | +450 | 450 0.21% of portfolio | low |
| Q1 2026 as of | New | Palantir Technologies Inc Common stock | $439.9K | +3K | 3,007 0.15% of portfolio | low |
| Q1 2026 as of | New | Meta Platforms Inc Common stock | $364.1K | +636 | 636 0.12% of portfolio | low |
| Q1 2026 as of | New | 67077M108 Common stock | $267.9K | +4K | 3,550 0.09% of portfolio | low |
| Q1 2026 as of | New | REPX Riley Exploration Permian, Inc. Common Stock | $231.1K | +6K | 6,340 0.08% of portfolio | low |
| Q1 2026 as of | New | Federal Realty Investment Trust Common stock | $220.9K | +2K | 2,080 0.08% of portfolio | low |