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Congress Wealth Management’s Matthews Pacific Tiger Active ETF ASIA Stock Holding History

Congress Wealth Management’s Portfolio ASIA Stock Details ASIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$32.7M Buy
1,118,740
+6,148
+0.6% +$166K 0.32% 72
2025
Q1 		$29M Buy
1,112,592
+6,256
+0.6% +$166K 0.35% 67
2024
Q4 		$28.9M Buy
1,106,336
+10,645
+1% +$295K 0.4% 62
2024
Q3 		$30.9M Buy
+1,095,691
New +$28.9M 0.41% 58

Other funds holding ASIA

PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
CFA
Cahill Financial Advisors Edina, Minnesota $1.04B AUM 21.69% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

Congress Wealth Management increased its Matthews Pacific Tiger Active ETF (ASIA) stake by 0.55% in Q2 2025, buying an estimated $166K and bringing the position to 1,118,740 shares worth $32.7M. The position accounts for 0.32% of the portfolio, ranked #72.

Congress Wealth Management first reported a position in ASIA in Q3 2024 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold ASIA as of Q2 2025.

  • Congress Wealth Management held 1,118,740 shares of Matthews Pacific Tiger Active ETF worth $32.7M as of Q2 2025.
  • Congress Wealth Management bought 6,148 Matthews Pacific Tiger Active ETF shares in Q2 2025, an estimated $166K.
  • Matthews Pacific Tiger Active ETF made up 0.32% of Congress Wealth Management's portfolio in Q2 2025, its #72 holding.
  • Congress Wealth Management first reported a position in Matthews Pacific Tiger Active ETF in Q3 2024 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Matthews Pacific Tiger Active ETF as of Q2 2025.

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