Congress Asset Management’s Congress SMid Growth ETF CSMD Stock Holding History

Congress Asset Management’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	$3.95M	Sell	108,255 -1,022	-0.9%	-$34.3K	0.02%	258
2026 Q1	$3.36M	Buy	109,277 +27,170	+33%	+$897K	0.02%	270
2025 Q4	$2.6M	Buy	82,107 +6,943	+9%	+$226K	0.02%	269
2025 Q3	$2.5M	Buy	75,164 +8,105	+12%	+$262K	0.02%	267
2025 Q2	$2.09M	Buy	+67,059	New	+$1.95M	0.01%	283
2025 Q1	–	Sell	-55,205	Closed	-$1.65M	–	377
2024 Q4	$1.65M	Buy	55,205 +14,945	+37%	+$456K	0.01%	291
2024 Q3	$1.2M	Hold	40,260	–	–	0.01%	296
2024 Q2	$1.15M	Sell	40,260 -9,300	-19%	-$266K	0.01%	294
2024 Q1	$1.49M	Hold	49,560	–	–	0.01%	288
2023 Q4	$1.32M	Buy	49,560 +9,560	+24%	+$233K	0.01%	308
2023 Q3	$970K	Buy	+40,000	New	+$1M	0.01%	311

Other funds holding CSMD

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Congress Asset Management's CSMD Position: Q2 2026 in Review

Congress Asset Management reduced its Congress SMid Growth ETF (CSMD) stake by 0.94% in Q2 2026, selling an estimated $34.3K and leaving 108,255 shares worth $3.95M. The position accounts for 0.02% of the portfolio, ranked #258.

Congress Asset Management first reported a position in CSMD in Q3 2023 and has held it in 11 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

Congress Asset Management held 108,255 shares of Congress SMid Growth ETF worth $3.95M as of Q2 2026.
Congress Asset Management sold 1,022 Congress SMid Growth ETF shares in Q2 2026, an estimated $34.3K.
Congress SMid Growth ETF made up 0.02% of Congress Asset Management's portfolio in Q2 2026, its #258 holding.
Congress Asset Management first reported a position in Congress SMid Growth ETF in Q3 2023 and has held it in 11 quarters since.
41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.