Congress Wealth Management’s Congress Large Cap Growth ETF CAML Stock Holding History

Congress Wealth Management’s Portfolio CAML Stock Details CAML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.7M	Buy	155,305 +19,954	+15%	+$667K	0.06%	358
2025 Q1	$4.31M	Buy	135,351 +31,075	+30%	+$1.06M	0.05%	350
2024 Q4	$3.54M	Buy	+104,276	New	+$3.59M	0.05%	329

Other funds holding CAML

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.12B AUM 22.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Congress Wealth Management increased its Congress Large Cap Growth ETF (CAML) stake by 15% in Q2 2025, buying an estimated $667K and bringing the position to 155,305 shares worth $5.7M. The position accounts for 0.06% of the portfolio, ranked #358.

Congress Wealth Management first reported a position in CAML in Q4 2024 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold CAML as of Q2 2025.

Congress Wealth Management held 155,305 shares of Congress Large Cap Growth ETF worth $5.7M as of Q2 2025.
Congress Wealth Management bought 19,954 Congress Large Cap Growth ETF shares in Q2 2025, an estimated $667K.
Congress Large Cap Growth ETF made up 0.06% of Congress Wealth Management's portfolio in Q2 2025, its #358 holding.
Congress Wealth Management first reported a position in Congress Large Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
11 funds tracked by Wall St. Rank held Congress Large Cap Growth ETF as of Q2 2025.

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