Position in STEP
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,002,017
New position
Shares Held
62,909
first reported quarter
Ownership
0.052%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $87,793,388 across 4 Asset Management names.
All Filings in STEP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,002,017 | 62,909 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||