Congress Holdings

Most held

FROPX

Flat Rock Opportunity Fund

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
Teresa Leger Fernandez NM-3 Member Charles Schwabb IRA โ‡’ Flat Rock Opportunity Fund (FROPX) MF $50,001 - $100,000 August 11, 2026
filing 10077330, p. 2

How the count is made: see Most held.