Jones Financial Companies
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Jones Financial Companies’s Congress SMid Growth ETF CSMD Stock Holding History

Jones Financial Companies’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
Q1 		$2.64M Buy
86,787
+46,823
+117% +$1.55M ﹤0.01% 1314
2025
Q4 		$1.26M Buy
39,964
+32,446
+432% +$1.06M ﹤0.01% 1141
2025
Q3 		$250K Buy
+7,518
New +$243K ﹤0.01% 1698

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Jones Financial Companies's CSMD Position: Q1 2026 in Review

Jones Financial Companies increased its Congress SMid Growth ETF (CSMD) stake by 117% in Q1 2026, buying an estimated $1.55M and bringing the position to 86,787 shares worth $2.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Jones Financial Companies first reported a position in CSMD in Q3 2025 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Jones Financial Companies held 86,787 shares of Congress SMid Growth ETF worth $2.64M as of Q1 2026.
  • Jones Financial Companies bought 46,823 Congress SMid Growth ETF shares in Q1 2026, an estimated $1.55M.
  • Congress SMid Growth ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1314 holding.
  • Jones Financial Companies first reported a position in Congress SMid Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.