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Congress Wealth Management’s Republic Services RSG Stock Holding History

Congress Wealth Management’s Portfolio RSG Stock Details RSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
4,279
+1,973
+86% +$488K 0.01% 691
2025
Q1 		$552K Buy
+2,306
New +$517K 0.01% 787

Other funds holding RSG

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management increased its Republic Services (RSG) stake by 86% in Q2 2025, buying an estimated $488K and bringing the position to 4,279 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #691.

Congress Wealth Management first reported a position in RSG in Q1 2025 and has held it in 2 quarters since. 1,334 funds tracked by Wall St. Rank hold RSG as of Q2 2025.

  • Congress Wealth Management held 4,279 shares of Republic Services worth $1.06M as of Q2 2025.
  • Congress Wealth Management bought 1,973 Republic Services shares in Q2 2025, an estimated $488K.
  • Republic Services made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #691 holding.
  • Congress Wealth Management first reported a position in Republic Services in Q1 2025 and has held it in 2 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Republic Services as of Q2 2025.

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