CWM
CISO

Congress Wealth Management’s CISO Global CISO Stock Holding History

Congress Wealth Management’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$31.4K Hold
27,334
– – ﹤0.01% 1174
2025
Q1 		$12.1K Buy
+27,334
New +$28.9K ﹤0.01% 1063

Other funds holding CISO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

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

Congress Wealth Management held its CISO Global (CISO) position steady in Q2 2025 at 27,334 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Congress Wealth Management first reported a position in CISO in Q1 2025 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold CISO as of Q2 2025.

  • Congress Wealth Management held 27,334 shares of CISO Global worth $31.4K as of Q2 2025.
  • Congress Wealth Management left its CISO Global share count unchanged in Q2 2025.
  • CISO Global made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1174 holding.
  • Congress Wealth Management first reported a position in CISO Global in Q1 2025 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held CISO Global as of Q2 2025.

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