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Congress Wealth Management’s ICF International ICFI Stock Holding History

Congress Wealth Management’s Portfolio ICFI Stock Details ICFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,288
Closed -$273K – 1092
2024
Q4 		$273K Sell
2,288
-52,253
-96% -$7.82M ﹤0.01% 787
2024
Q3 		$9.1M Buy
54,541
+739
+1% +$114K 0.12% 224
2024
Q2 		$7.99M Buy
53,802
+1,787
+3% +$258K 0.13% 201
2024
Q1 		$7.84M Buy
52,015
+1,974
+4% +$286K 0.14% 189
2023
Q4 		$6.71M Buy
50,041
+2,395
+5% +$315K 0.12% 195
2023
Q3 		$5.76M Buy
47,646
+2,262
+5% +$282K 0.12% 198
2023
Q2 		$5.65M Sell
45,384
-760
-2% -$87.7K 0.13% 174
2023
Q1 		$5.06M Buy
46,144
+2,159
+5% +$225K 0.12% 185
2022
Q4 		$4.36M Sell
43,985
-1,483
-3% -$162K 0.11% 193
2022
Q3 		$4.96M Sell
45,468
-504
-1% -$50.7K 0.13% 180
2022
Q2 		$4.37M Sell
45,972
-1,583
-3% -$154K 0.11% 197
2022
Q1 		$4.48M Buy
47,555
+1,820
+4% +$171K 0.1% 219
2021
Q4 		$4.69M Buy
+45,735
New +$4.6M 0.09% 231

Other funds holding ICFI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Congress Wealth Management's ICFI Position: Q1 2025 in Review

Congress Wealth Management sold out of ICF International (ICFI) in Q1 2025, closing a stake of 2,288 shares — an estimated $273K sold.

Congress Wealth Management first reported a position in ICFI in Q4 2021 and held it in 13 quarters. The position peaked at $9.1M in Q3 2024. 259 funds tracked by Wall St. Rank hold ICFI as of Q1 2025.

  • Congress Wealth Management reported no remaining ICF International position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 2,288 ICF International shares in Q1 2025, an estimated $273K.
  • Congress Wealth Management first reported a position in ICF International in Q4 2021 and held it in 13 quarters.
  • Congress Wealth Management's ICF International position peaked at $9.1M in Q3 2024.
  • 259 funds tracked by Wall St. Rank held ICF International as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.