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5 quarters

Position history for STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORP's holdings in CONGRESS SMID GROWTH ETF

STIFEL FINANCIAL CORP holds 260,875 shares of CSMD (CONGRESS SMID GROWTH ETF), worth $9.5M as of 2026-Q2. The position was increased (+26.3% shares). CSMD represents 0.0% of STIFEL FINANCIAL CORP's portfolio.

Current Value

$9.5M

Current Shares

260,875

Total Value Change

+$9.2M

Total Shares Change

+249,265

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
260,875
+26.3%
$9.5M0.0%$36.49
34
2026-Q1
Increased
206,501
+93.4%
$6.3M0.0%$33.15
43
2025-Q4
Increased
106,775
+111.0%
$3.4M0.0%$32.00
43
2025-Q3
Increased
50,598
+335.8%
$1.7M0.0%$33.18
41
2025-Q2
New
11,610
-
$361,9980.0%$31.18
33

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

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