Clarendon Private’s Congress SMid Growth ETF CSMD Stock Holding History

Clarendon Private’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	$4.82M	Sell	131,970 -7,020	-5%	-$236K	3.09%	6
2026 Q1	$4.27M	Buy	138,990 +56,883	+69%	+$1.88M	3.28%	7
2025 Q4	$2.6M	Buy	82,107 +18,017	+28%	+$587K	2.2%	12
2025 Q3	$2.13M	Buy	64,090 +1,982	+3%	+$64.1K	1.94%	13
2025 Q2	$1.94M	Buy	62,108 +20,633	+50%	+$600K	1.86%	11
2025 Q1	$1.15M	Sell	41,475 -1,321	-3%	-$39.2K	1.21%	20
2024 Q4	$1.28M	Buy	+42,796	New	+$1.31M	1.34%	15

Other funds holding CSMD

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

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

RWM

Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

HIA

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Clarendon Private's CSMD Position: Q2 2026 in Review

Clarendon Private reduced its Congress SMid Growth ETF (CSMD) stake by 5.1% in Q2 2026, selling an estimated $236K and leaving 131,970 shares worth $4.82M. The position accounts for 3.09% of the portfolio, ranked #6.

Clarendon Private first reported a position in CSMD in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

Clarendon Private held 131,970 shares of Congress SMid Growth ETF worth $4.82M as of Q2 2026.
Clarendon Private sold 7,020 Congress SMid Growth ETF shares in Q2 2026, an estimated $236K.
Congress SMid Growth ETF made up 3.09% of Clarendon Private's portfolio in Q2 2026, its #6 holding.
Clarendon Private first reported a position in Congress SMid Growth ETF in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.