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
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 $5.72T 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return

Creative Planning's PRG Position: Q1 2026 in Review

Creative Planning increased its PROG Holdings (PRG) stake by 63% in Q1 2026, buying an estimated $2.19M and bringing the position to 175,660 shares worth $5.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

Creative Planning first reported a position in PRG in Q2 2024 and has held it in 8 quarters since. 272 funds tracked by Wall St. Rank hold PRG as of Q1 2026.

  • Creative Planning held 175,660 shares of PROG Holdings worth $5.04M as of Q1 2026.
  • Creative Planning bought 67,717 PROG Holdings shares in Q1 2026, an estimated $2.19M.
  • PROG Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1194 holding.
  • Creative Planning first reported a position in PROG Holdings in Q2 2024 and has held it in 8 quarters since.
  • 272 funds tracked by Wall St. Rank held PROG Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.