Congress Holdings

Most held

SAPCX

ClearBridge Appreciation Fund Class C

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
Claudia Tenney NY-24 Member Morgan Stanley Investment Acct โ‡’ ClearBridge Appreciation Fund Class C (SAPCX) MF $15,001 - $50,000 August 12, 2026
filing 10076400, p. 4

How the count is made: see Most held.