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 Q3	$4.91M	Buy	145,093 +36,838	+34%	+$1.27M	0.03%	266
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Congress Asset Management's CSMD Position: Q3 2026 in Review

Congress Asset Management increased its Congress SMid Growth ETF (CSMD) stake by 34% in Q3 2026, buying an estimated $1.27M and bringing the position to 145,093 shares worth $4.91M. The position accounts for 0.03% of the portfolio, ranked #266.

Congress Asset Management first reported a position in CSMD in Q3 2023 and has held it in 12 quarters since. 5 funds tracked by Wall St. Rank hold CSMD as of Q3 2026.

Congress Asset Management held 145,093 shares of Congress SMid Growth ETF worth $4.91M as of Q3 2026.
Congress Asset Management bought 36,838 Congress SMid Growth ETF shares in Q3 2026, an estimated $1.27M.
Congress SMid Growth ETF made up 0.03% of Congress Asset Management's portfolio in Q3 2026, its #266 holding.
Congress Asset Management first reported a position in Congress SMid Growth ETF in Q3 2023 and has held it in 12 quarters since.
5 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.