Berkshire Bank’s Congress SMid Growth ETF CSMD Stock Holding History

Berkshire Bank’s Portfolio CSMD Stock Details CSMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.79M	Buy	213,409 +31,506	+17%	+$1.06M	1.5%	15
2026 Q1	$5.59M	Buy	181,903 +77,455	+74%	+$2.56M	1.15%	21
2025 Q4	$3.3M	Buy	+104,448	New	+$3.4M	0.67%	38

Other funds holding CSMD

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Berkshire Bank's CSMD Position: Q2 2026 in Review

Berkshire Bank increased its Congress SMid Growth ETF (CSMD) stake by 17% in Q2 2026, buying an estimated $1.06M and bringing the position to 213,409 shares worth $7.79M. The position accounts for 1.5% of the portfolio, ranked #15.

Berkshire Bank first reported a position in CSMD in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

Berkshire Bank held 213,409 shares of Congress SMid Growth ETF worth $7.79M as of Q2 2026.
Berkshire Bank bought 31,506 Congress SMid Growth ETF shares in Q2 2026, an estimated $1.06M.
Congress SMid Growth ETF made up 1.5% of Berkshire Bank's portfolio in Q2 2026, its #15 holding.
Berkshire Bank first reported a position in Congress SMid Growth ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.