Congress Holdings

Most held

BTEIX

Brown Advisory Tax-Exempt Bond Fund - Institutional Shares

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Seth Moulton MA-6 Joint Fidelity Investments Transfer of Death Account โ‡’ Brown Advisory Tax-Exempt Bond Fund - Institutional Shares (BTEIX) MF $50,001 - $100,000 June 25, 2026
filing 10076609, p. 2

How the count is made: see Most held.