Stammdaten
Unternehmen & Branche
| Name | CONGRESS ASSET MANAGEMENT CO |
|---|---|
| Ticker | |
| CIK | 0000897378 |
| SIC | 0000 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 664.675 | 716.529 | -51.854 | 28.283.638 | Reduziert | -7,2% | |
| Financially Speaking Inc | 18.585.490 | 0 | 18.585.490 | 18.585.490 | Neu | +100,0% | |
| Jackson Wealth Management, LLC | 1.059.721 | 1.165.785 | -106.064 | 1.747.000 | Reduziert | -9,1% | |
| Kohmann Bosshard Financial Services, LLC | 827.740 | 0 | 827.740 | 827.740 | Neu | +100,0% | |
| CCM INVESTMENT ADVISERS LLC | 8.023 | 8.004 | 19 | 633.359 | Aufgestockt | +0,2% | |
| Westside Investment Management, Inc. | 537.341 | 603.709 | -66.368 | 537.341 | Reduziert | -11,0% | |
| Main Management LLC | 131.851 | 108.851 | 23.000 | 132 | Aufgestockt | +21,1% | |
| Ancora Advisors LLC | 15 | 15 | 0 | 0 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 664.675 | 716.529 | -7,2% | 28.283.638 | 90,65 | 6 Q |
| Jackson Wealth Management, LLC | 1.059.721 | 1.165.785 | -9,1% | 1.747.000 | 5,60 | 13 Q |
| CCM INVESTMENT ADVISERS LLC | 8.023 | 8.004 | +0,2% | 633.359 | 2,03 | 3 Q |
| Westside Investment Management, Inc. | 537.341 | 603.709 | -11,0% | 537.341 | 1,72 | 4 Q |
| Main Management LLC | 131.851 | 108.851 | +21,1% | 132 | 0,00 | 9 Q |
| Ancora Advisors LLC | 15 | 15 | 0,0% | 0 | 0,00 | 2 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 7 | 3,0 | 32 |
| 31.12.2025 | ✓ | 8 | 22,0 | 56 |
| 30.09.2025 | ✓ | 8 | 27,2 | 63 |
| 30.06.2025 | ✓ | 7 | 62,6 | 96 |
| 31.03.2025 | ✓ | 7 | 82,5 | 83 |
| 31.12.2024 | ✓ | 6 | 13,1 | 13 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Ancora Advisors LLC | 15 | 0 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 827.740 | 147.018 | +21.6 % | 827.740 |
| CCM INVESTMENT ADVISERS LLC | 8.004 | 269 | +3.5 % | 662.313 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Financially Speaking Inc | 18.585.490 | -376.206 | -2.0 % | 18.585.490 |
| Main Management LLC | 108.851 | -277.001 | -71.8 % | 109 |
| CONGRESS ASSET MANAGEMENT CO | 716.529 | -197.646 | -21.6 % | 32.944.190 |
| Westside Investment Management, Inc. | 603.709 | -51.000 | -7.8 % | 603.709 |
| Jackson Wealth Management, LLC | 1.165.785 | -18.601 | -1.6 % | 1.912.000 |