Raymond James Financial
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Raymond James Financial’s Congress SMid Growth ETF CSMD Stock Holding History

Raymond James Financial’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 		$228K Sell
6,254
-591
-9% -$19.9K ﹤0.01% 4973
2026
Q1 		$210K Buy
+6,845
New +$226K ﹤0.01% 4861
2025
Q3 		– Sell
-2,390
Closed -$74.5K – 5355
2025
Q2 		$74.5K Buy
+2,390
New +$69.6K ﹤0.01% 5010

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Raymond James Financial's CSMD Position: Q2 2026 in Review

Raymond James Financial reduced its Congress SMid Growth ETF (CSMD) stake by 8.6% in Q2 2026, selling an estimated $19.9K and leaving 6,254 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #4973.

Raymond James Financial first reported a position in CSMD in Q2 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold CSMD as of Q2 2026.

  • Raymond James Financial held 6,254 shares of Congress SMid Growth ETF worth $228K as of Q2 2026.
  • Raymond James Financial sold 591 Congress SMid Growth ETF shares in Q2 2026, an estimated $19.9K.
  • Congress SMid Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4973 holding.
  • Raymond James Financial first reported a position in Congress SMid Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.