Congress Wealth Management LLC / DE / »

Advansix shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Advansix (ASIX) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Advansix

Tip: Access up to 7 years of quarterly data

All positions including Advansix held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advansix by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.0M 44k 23.75
2025-03-31 $317k 14k 22.65
2024-12-31 $390k 14k 28.49
2024-09-30 $1.4M 45k 30.38

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Advansix

BlackRock
Victory Capital Management
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Alliancebernstein
Wellington Management Company
Geode Capital Management
LSV Asset Management
Charles Schwab Investment Management
Solas Capital Management
FMR
Arrowstreet Capital, Limited Partnership
Morgan Stanley

View all funds holding Advansix