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Congress Wealth Management’s Alamos Gold AGI Stock Holding History

Congress Wealth Management’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$546K Buy
20,554
+1
+0% +$27 0.01% 897
2025
Q1 		$539K Buy
+20,553
New +$464K 0.01% 800

Other funds holding AGI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Congress Wealth Management's AGI Position: Q2 2025 in Review

Congress Wealth Management increased its Alamos Gold (AGI) stake by 0% in Q2 2025, buying an estimated $27 and bringing the position to 20,554 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #897.

Congress Wealth Management first reported a position in AGI in Q1 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold AGI as of Q2 2025.

  • Congress Wealth Management held 20,554 shares of Alamos Gold worth $546K as of Q2 2025.
  • Congress Wealth Management bought 1 Alamos Gold share in Q2 2025, an estimated $27.
  • Alamos Gold made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #897 holding.
  • Congress Wealth Management first reported a position in Alamos Gold in Q1 2025 and has held it in 2 quarters since.
  • 407 funds tracked by Wall St. Rank held Alamos Gold as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.