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
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 $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 $6.06B AUM 28.9% 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

Raymond James Financial's CSMD Position: Q1 2026 in Review

Raymond James Financial opened a new position in Congress SMid Growth ETF (CSMD) in Q1 2026: 6,845 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #4861 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in CSMD as recently as Q2 2025.

Raymond James Financial first reported a position in CSMD in Q2 2025 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Raymond James Financial held 6,845 shares of Congress SMid Growth ETF worth $210K as of Q1 2026.
  • Congress SMid Growth ETF was a new Raymond James Financial position in Q1 2026.
  • Congress SMid Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4861 holding.
  • Raymond James Financial first reported a position in Congress SMid Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.