Stifel Financial
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Stifel Financial’s Congress SMid Growth ETF CSMD Stock Holding History

Stifel 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 		$6.34M Buy
206,501
+99,726
+93% +$3.29M 0.01% 1212
2025
Q4 		$3.38M Buy
106,775
+56,177
+111% +$1.83M ﹤0.01% 1566
2025
Q3 		$1.69M Buy
50,598
+38,988
+336% +$1.26M ﹤0.01% 2027
2025
Q2 		$362K Buy
+11,610
New +$338K ﹤0.01% 2943

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
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial's CSMD Position: Q1 2026 in Review

Stifel Financial increased its Congress SMid Growth ETF (CSMD) stake by 93% in Q1 2026, buying an estimated $3.29M and bringing the position to 206,501 shares worth $6.34M. The position accounts for 0.01% of the portfolio, ranked #1212.

Stifel Financial first reported a position in CSMD in Q2 2025 and has held it in 4 quarters since. 37 funds tracked by Wall St. Rank hold CSMD as of Q1 2026.

  • Stifel Financial held 206,501 shares of Congress SMid Growth ETF worth $6.34M as of Q1 2026.
  • Stifel Financial bought 99,726 Congress SMid Growth ETF shares in Q1 2026, an estimated $3.29M.
  • Congress SMid Growth ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1212 holding.
  • Stifel Financial first reported a position in Congress SMid Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 37 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.