Congress Holdings

Most held

UBVFX

Undiscovered Managers Behavioral Value Fund - R6

Listed by 1 member on their latest annual reports (2 rows: 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
Marilyn Strickland WA-10 Member Edward Jones Brokerage Account #2 ⇒ Undiscovered Managers Behavioral Value Fund - R6 (UBVFX) MF $1,001 - $15,000 September 9, 2026
filing 10076603, p. 3
Marilyn Strickland WA-10 Member Edward Jones IRA #2 ⇒ Undiscovered Managers Behavioral Value Fund - R6 (UBVFX) MF $1,001 - $15,000 September 9, 2026
filing 10076603, p. 4

How the count is made: see Most held.