Latest Period
Q2 2026
Security Snapshot
PROFESIONALLY MANAGED PORTFO - CONGRESS INTERME (CAFX) Institutional Ownership
CUSIP: 74316P587
13F Institutional Holders and Ownership History from Q3 2024 to Q2 2026
Institutions Reporting
18
Shares (Excl. Options)
4,596,558
Price
$24.63
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- Security type / class
- Equity / CONGRESS INTERME
- Symbol
- CAFX
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 4,596,558
- Total 13F value
- $113,220,022
- Portfolio coverage rank
- 0%
- Share change
- -50,382
- Value change
- -$1,247,734
- Number of holders
- 18
- SEC-reported price per share
- $24.56
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CAFX - PROFESIONALLY MANAGED PORTFO - CONGRESS INTERME is tracked under CUSIP 74316P587.
- 18 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 22 to 18 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $147,473,720 to $113,220,022.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 18 institutions filings for Q2 2026.
Security key
74316P587
Latest holder period
Q2 2026
13F holders
18
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 74316P587:
As of 30 Jun 2026, 18 institutional investors reported holding 4,596,558 shares of PROFESIONALLY MANAGED PORTFO - CONGRESS INTERME (CAFX).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 4,596,558 | $113,220,022 | -$1,247,734 | $24.63 | 18 |
| 2026 Q1 | 5,945,735 | $147,473,720 | -$49,447,059 | $24.80 | 22 |
| 2025 Q4 | 7,938,460 | $198,580,268 | +$2,422,548 | $25.02 | 27 |
| 2025 Q3 | 7,841,599 | $196,197,499 | +$75,741,233 | $25.02 | 26 |
| 2025 Q2 | 7,529,840 | $187,793,079 | +$19,037,830 | $24.94 | 22 |
| 2025 Q1 | 6,766,645 | $167,722,860 | +$12,608,025 | $24.79 | 21 |
| 2024 Q4 | 6,258,087 | $152,948,778 | +$100,250,361 | $24.44 | 19 |
| 2024 Q3 | 2,155,006 | $54,047,828 | +$54,047,828 | $25.08 | 4 |