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4 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in CONGRESS SMID GROWTH ETF

RAYMOND JAMES FINANCIAL INC holds 6,254 shares of CSMD (CONGRESS SMID GROWTH ETF), worth $228,208 as of 2026-Q2. The position was decreased (-8.6% shares). CSMD represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$228,208

Current Shares

6,254

Total Value Change

+$153,687

Total Shares Change

+3,864

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
6,254
-8.6%
$228,2080.0%$36.49
0
2026-Q1
New
6,845
-
$210,2100.0%$33.15
32
2025-Q3
Exited
0
-100.0%
$00.0%$33.18
0
2025-Q2
New
2,390
-
$74,5210.0%$31.18
32

Other major holders of CSMD: MORGAN STANLEY, Rockefeller Capital Management L.P., ENVESTNET ASSET MANAGEMENT INC

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