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Congress Wealth Management’s AdvanSix ASIX Stock Holding History

Congress Wealth Management’s Portfolio ASIX Stock Details ASIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Buy
44,057
+30,081
+215% +$682K 0.01% 695
2025
Q1 		$317K Buy
13,976
+303
+2% +$8.43K ﹤0.01% 925
2024
Q4 		$390K Sell
13,673
-30,982
-69% -$937K 0.01% 700
2024
Q3 		$1.36M Buy
44,655
+13,585
+44% +$370K 0.02% 470
2024
Q2 		$712K Buy
+31,070
New +$775K 0.01% 480

Other funds holding ASIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Congress Wealth Management increased its AdvanSix (ASIX) stake by 215% in Q2 2025, buying an estimated $682K and bringing the position to 44,057 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #695.

Congress Wealth Management first reported a position in ASIX in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.36M in Q3 2024. 280 funds tracked by Wall St. Rank hold ASIX as of Q2 2025.

  • Congress Wealth Management held 44,057 shares of AdvanSix worth $1.05M as of Q2 2025.
  • Congress Wealth Management bought 30,081 AdvanSix shares in Q2 2025, an estimated $682K.
  • AdvanSix made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #695 holding.
  • Congress Wealth Management first reported a position in AdvanSix in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's AdvanSix position peaked at $1.36M in Q3 2024.
  • 280 funds tracked by Wall St. Rank held AdvanSix as of Q2 2025.

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