Position in FHI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$4,677,189
-$74,541 QoQ
Shares Held
84,701
+1.1% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#72
of 388 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in FHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $87,793,388 across 4 Asset Management names. FHI ranks #4 (5.3% of the industry book) .
All Filings in FHI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,677,189 | 84,701 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,751,730 | 83,790 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,764,817 | 72,303 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,647,874 | 70,246 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,085,381 | 69,616 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,090,767 | 51,282 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,120,083 | 51,571 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,811,915 | 49,277 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,634,990 | 49,726 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,813,296 | 50,202 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,682,300 | 49,684 | Shares | Sole | 2024-03-04 | |
| 2023-09-30 | $1,676,768 | 49,506 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,772,316 | 49,437 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,958,551 | 48,793 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,595,243 | 43,934 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,440,554 | 43,495 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,368,114 | 43,036 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,541,351 | 45,254 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,574,263 | 41,891 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,361,067 | 41,879 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,409,808 | 41,575 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||