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Action Point Financial Planning’s Progyny PGNY Stock Holding History

Action Point Financial Planning’s Portfolio PGNY Stock Details PGNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.89K Buy
+136
New +$3.04K ﹤0.01% 1929

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Action Point Financial Planning's PGNY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Progyny (PGNY) in Q2 2026: 136 shares worth $3.89K. The stake represents ﹤0.01% of the portfolio and ranks #1929 among its holdings.

309 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Action Point Financial Planning held 136 shares of Progyny worth $3.89K as of Q2 2026.
  • Progyny was a new Action Point Financial Planning position in Q2 2026.
  • Progyny made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1929 holding.
  • 309 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.