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D.J. St. Germain’s Congress SMid Growth ETF CSMD Stock Holding History

D.J. St. Germain’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8K Hold
460
– – ﹤0.01% 615
2026
Q1 		$14.1K Buy
+460
New +$15.2K ﹤0.01% 618

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $7.23B AUM 27.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

D.J. St. Germain's CSMD Position: Q2 2026 in Review

D.J. St. Germain held its Congress SMid Growth ETF (CSMD) position steady in Q2 2026 at 460 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

D.J. St. Germain first reported a position in CSMD in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • D.J. St. Germain held 460 shares of Congress SMid Growth ETF worth $16.8K as of Q2 2026.
  • D.J. St. Germain left its Congress SMid Growth ETF share count unchanged in Q2 2026.
  • Congress SMid Growth ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #615 holding.
  • D.J. St. Germain first reported a position in Congress SMid Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.