AF
PRGS icon

Allworth Financial’s Progress Software PRGS Stock Holding History

Allworth Financial’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.26K Sell
322
-69
-18% -$2.64K ﹤0.01% 3636
2025
Q4 		$16.8K Buy
391
+339
+652% +$14.8K ﹤0.01% 2922
2025
Q3 		$2.29K Sell
52
-52
-50% -$2.4K ﹤0.01% 3940
2025
Q2 		$6.64K Buy
104
+42
+68% +$2.56K ﹤0.01% 3106
2025
Q1 		$3.66K Buy
62
+11
+22% +$630 ﹤0.01% 2936
2024
Q4 		$2.92K Sell
51
-9
-15% -$601 ﹤0.01% 3004
2024
Q3 		$4.04K Hold
60
– – ﹤0.01% 2663
2024
Q2 		$3.33K Buy
60
+27
+82% +$1.37K ﹤0.01% 2698
2024
Q1 		$1.76K Hold
33
– – ﹤0.01% 2856
2023
Q4 		$1.79K Hold
33
– – ﹤0.01% 2719
2023
Q3 		$1.74K Buy
33
+24
+267% +$1.41K ﹤0.01% 2611
2023
Q2 		$523 Hold
9
– – ﹤0.01% 2890
2023
Q1 		$518 Hold
9
– – ﹤0.01% 2832
2022
Q4 		$454 Buy
+9
New +$449 ﹤0.01% 2657
2022
Q3 		– Sell
-271
Closed -$12K – 3009
2022
Q2 		$12K Buy
+271
New +$12.9K ﹤0.01% 1504

Other funds holding PRGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return