Montgomery Reports $11.07 Million US Bank Portfolio
City of MontgomeryCity · Montgomery, OH- Disclosed value
- $11,070,358 portfolio value at cost basis
- From agendapacket
- Document date
- Nov 2, 2026
- Term
- Portfolio held as of September 30, 2026
The 30-second brief
Montgomery reported $11.07 million in a Red Tree-managed US Bank portfolio as of September 30, 2026. The account was included in the City's consolidated investment portfolio.
Us Bank (Redtree-managed) holds this financial services contract with City of Montgomery.
Term as filed: Portfolio held as of September 30, 2026.
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Contract details
- Contract type
- Financial Services
- Amount
- $11,070,358 portfolio value at cost basis
- Document date
- November 2, 2026
- Term
- Portfolio held as of September 30, 2026
- Vendor
- Us Bank (Redtree-managed)
- Agency
- City of Montgomery
- Source document
- City of Montgomery AgendaPacket Financial Planning Committee Meeting November 2, 2026 2026-11-02 (AgendaPacket)
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Questions about this contract
Who was awarded the financial services contract by City of Montgomery?
Us Bank (Redtree-managed) was awarded this financial services contract by City of Montgomery, as recorded on November 2, 2026. The contract value is $11,070,358 portfolio value at cost basis.
How much is the Us Bank (Redtree-managed) contract with City of Montgomery worth?
The Us Bank (Redtree-managed) contract with City of Montgomery is valued at $11,070,358 portfolio value at cost basis, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in City of Montgomery AgendaPacket Financial Planning Committee Meeting November 2, 2026 2026-11-02 (AgendaPacket), dated November 2, 2026 from City of Montgomery. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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