Montgomery Financial Services LLC reported CAPITOL SER TR (SCEC) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 22.01% in 2026 Q2. The latest visible filing shows SCEC at 22.01% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Montgomery Financial Services LLC's position in CAPITOL SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
SCEC was reported at 22.01% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2026 Q2 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
Montgomery Financial Services LLC reported SCEC across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.
The largest reported portfolio weight for SCEC was 22.01% in 2026 Q2.
The most recent filing on this page is 2026 Q2, when Montgomery Financial Services LLC reported 1,011,169 shares, equal to 22.01% of portfolio, with an estimated market value of $25.3M.
The chart compares Montgomery Financial Services LLC's quarterly SCEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.