Creative Planning
PRG icon

Creative Planning’s PROG Holdings PRG Stock Holding History

Creative Planning’s Portfolio PRG Stock Details PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7M Buy
316,224
+140,564
+80% +$4.9M 0.01% 636
2026
Q1 		$5.04M Buy
175,660
+67,717
+63% +$2.19M ﹤0.01% 1194
2025
Q4 		$3.18M Buy
107,943
+68,158
+171% +$2.03M ﹤0.01% 1347
2025
Q3 		$1.29M Buy
39,785
+25,370
+176% +$832K ﹤0.01% 1889
2025
Q2 		$423K Buy
14,415
+4,686
+48% +$130K ﹤0.01% 2616
2025
Q1 		$259K Buy
9,729
+3,776
+63% +$133K ﹤0.01% 2877
2024
Q4 		$252K Sell
5,953
-3,065
-34% -$142K ﹤0.01% 2810
2024
Q3 		$437K Buy
9,018
+2,312
+34% +$97.9K ﹤0.01% 2224
2024
Q2 		$233K Buy
+6,706
New +$232K ﹤0.01% 2568

Other funds holding PRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's PRG Position: Q2 2026 in Review

Creative Planning increased its PROG Holdings (PRG) stake by 80% in Q2 2026, buying an estimated $4.9M and bringing the position to 316,224 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #636.

Creative Planning first reported a position in PRG in Q2 2024 and has held it in 9 quarters since. 294 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

  • Creative Planning held 316,224 shares of PROG Holdings worth $14.7M as of Q2 2026.
  • Creative Planning bought 140,564 PROG Holdings shares in Q2 2026, an estimated $4.9M.
  • PROG Holdings made up 0.01% of Creative Planning's portfolio in Q2 2026, its #636 holding.
  • Creative Planning first reported a position in PROG Holdings in Q2 2024 and has held it in 9 quarters since.
  • 294 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.