Farther Finance Advisors’s Congress SMid Growth ETF CSMD Stock Holding History

Farther Finance Advisors’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	$266K	Buy	+7,300	New	+$245K	﹤0.01%	2028
2024 Q3	–	Sell	-930	Closed	-$26.4K	–	4024
2024 Q2	$26.4K	Buy	+930	New	+$26.6K	﹤0.01%	1675

Other funds holding CSMD

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PWG

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Farther Finance Advisors's CSMD Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Congress SMid Growth ETF (CSMD) in Q2 2026: 7,300 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in CSMD as recently as Q2 2024.

Farther Finance Advisors first reported a position in CSMD in Q2 2024 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

Farther Finance Advisors held 7,300 shares of Congress SMid Growth ETF worth $266K as of Q2 2026.
Congress SMid Growth ETF was a new Farther Finance Advisors position in Q2 2026.
Congress SMid Growth ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2028 holding.
Farther Finance Advisors first reported a position in Congress SMid Growth ETF in Q2 2024 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.