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Congress Wealth Management’s Rambus RMBS Stock Holding History

Congress Wealth Management’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.2M Buy
191,225
+8,569
+5% +$459K 0.12% 208
2025
Q1 		$9.46M Buy
182,656
+61,923
+51% +$3.64M 0.11% 213
2024
Q4 		$6.38M Buy
+120,733
New +$6.15M 0.09% 255

Other funds holding RMBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management increased its Rambus (RMBS) stake by 4.7% in Q2 2025, buying an estimated $459K and bringing the position to 191,225 shares worth $12.2M. The position accounts for 0.12% of the portfolio, ranked #208.

Congress Wealth Management first reported a position in RMBS in Q4 2024 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold RMBS as of Q2 2025.

  • Congress Wealth Management held 191,225 shares of Rambus worth $12.2M as of Q2 2025.
  • Congress Wealth Management bought 8,569 Rambus shares in Q2 2025, an estimated $459K.
  • Rambus made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #208 holding.
  • Congress Wealth Management first reported a position in Rambus in Q4 2024 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held Rambus as of Q2 2025.

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