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CAFX — CONGRESS INTERMEDIATE BOND

Reported value held$3.40M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)3
Institutional value$3.27M · 132.56K sh
New / Add / Cut / Exit1 / 1 / 1 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +10.7% (+12.77K sh)
Institutional value change Up +9.9%

As of Q2 2026, 3 SEC-registered investment managers reported holding CAFX (CONGRESS INTERMEDIATE BOND) in their latest 13F filings, with a combined reported value of $3.27M across 132.56K shares. That is +10.7% by share count (+12.77K shares) versus the previous quarter, while reported value moved +9.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 92.19K $2.27M 0.00% Reduce
Goldman Sachs Group history 31.89K $785.33K 0.00% Add
JPMorgan Chase & Co history 8.48K $209.35K 0.00% New

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 99.99K $2.48M 0.00% Add
Goldman Sachs Group history 19.63K $486.85K 0.00% Reduce
UBS Group AG history 176 $4.37K 0.00% Reduce

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 85.89K $2.15M 0.00% Reduce
Citadel Advisors history 52.13K $1.30M 0.00% Add
UBS Group AG history 227 $5.68K 0.00% Reduce

Q3 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Goldman Sachs Group history 109.76K $2.75M 0.00% New
Citadel Advisors history 41.02K $1.03M 0.00% Reduce
JPMorgan Chase & Co history 4.50K $112.52K 0.00% New
UBS Group AG history 595 $14.89K 0.00% New

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 59.91K $1.49M 0.00% Add

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 10.92K $270.61K 0.00% Reduce
Bank of America Corp history 5.24K $129.88K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Citadel Advisors 92.19K 99.99K 52.13K 41.02K 59.91K 10.92K 14.90K 112.58K
Goldman Sachs Group 31.89K 19.63K 85.89K 109.76K — — — —
JPMorgan Chase & Co 8.48K — — 4.50K — — — —
UBS Group AG — 176 227 595 — — 1.83K —
Morgan Stanley — — — — — — 43 —
Bank of America Corp — — — — — 5.24K — —

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