CUSIP 74316P645CONGRESS SMID GRCSMDQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
35 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.26M | $39.96M | +759.6K | Added |
| 2 | Glenview Trust Co | 996.1K | $31.50M | +58.0K | Added |
| 3 | Rockefeller Capital Management L.P. | 685.2K | $21.91M | +647.6K | Added |
| 4 | Envestnet Asset Management Inc | 632.7K | $20.01M |
| +79.7K |
| Added |
| 5 | Mgo One Seven LLC | 460.9K | $14.57M | +51.5K | Added |
| 6 | Osaic Holdings, Inc. | 349.4K | $11.05M | +33.8K | Added |
| 7 | Brooklyn Investment Group | 168.2K | $5.41M | +139.1K | Added |
| 8 | Integrated Wealth Concepts LLC | 122.5K | $3.87M | +9.9K | Added |
| 9 | Stifel Financial Corp | 106.8K | $3.38M | +56.2K | Added |
| 10 | Beacon Bank & Trust | 104.4K | $3.30M | +104.4K | New |
See every fund holding Profesionally Managed Portfo, with full quarter-over-quarter share changes.
Unlock all holders