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Congress Wealth Management’s FTAI Aviation FTAI Stock Holding History

Congress Wealth Management’s Portfolio FTAI Stock Details FTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$231K Buy
2,007
+7
+0.4% +$783 ﹤0.01% 1118
2025
Q1 		$222K Hold
2,000
– – ﹤0.01% 1010
2024
Q4 		$288K Buy
+2,000
New +$295K ﹤0.01% 772

Other funds holding FTAI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

Congress Wealth Management increased its FTAI Aviation (FTAI) stake by 0.35% in Q2 2025, buying an estimated $783 and bringing the position to 2,007 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Congress Wealth Management first reported a position in FTAI in Q4 2024 and has held it in 3 quarters since. The position peaked at $288K in Q4 2024. 427 funds tracked by Wall St. Rank hold FTAI as of Q2 2025.

  • Congress Wealth Management held 2,007 shares of FTAI Aviation worth $231K as of Q2 2025.
  • Congress Wealth Management bought 7 FTAI Aviation shares in Q2 2025, an estimated $783.
  • FTAI Aviation made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1118 holding.
  • Congress Wealth Management first reported a position in FTAI Aviation in Q4 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's FTAI Aviation position peaked at $288K in Q4 2024.
  • 427 funds tracked by Wall St. Rank held FTAI Aviation as of Q2 2025.

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