EWA
PRG icon

EverSource Wealth Advisors’s PROG Holdings PRG Stock Holding History

EverSource Wealth Advisors’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 		$9.09K Buy
317
+116
+58% +$3.75K ﹤0.01% 2961
2025
Q4 		$5.93K Sell
201
-64
-24% -$1.91K ﹤0.01% 3054
2025
Q3 		$8.58K Sell
265
-293
-53% -$9.61K ﹤0.01% 2905
2025
Q2 		$16.4K Buy
558
+411
+280% +$11.4K ﹤0.01% 2457
2025
Q1 		$3.91K Hold
147
– – ﹤0.01% 2617
2024
Q4 		$6.21K Buy
147
+12
+9% +$554 ﹤0.01% 2247
2024
Q3 		$6.55K Sell
135
-175
-56% -$7.41K ﹤0.01% 2102
2024
Q2 		$14K Hold
310
– – ﹤0.01% 1685
2024
Q1 		$10.3K Buy
310
+175
+130% +$5.5K ﹤0.01% 1676
2023
Q4 		$4.17K Hold
135
– – ﹤0.01% 1926
2023
Q3 		$4.48K Hold
135
– – ﹤0.01% 1741
2023
Q2 		$4.34K Hold
135
– – ﹤0.01% 1789
2023
Q1 		$3.21K Hold
135
– – ﹤0.01% 1792
2022
Q4 		$2.28K Sell
135
-150
-53% -$2.56K ﹤0.01% 1867
2022
Q3 		$4K Sell
285
-15
-5% -$282 ﹤0.01% 1466
2022
Q2 		$5K Buy
+300
New +$7.68K ﹤0.01% 1284

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

EverSource Wealth Advisors's PRG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its PROG Holdings (PRG) stake by 58% in Q1 2026, buying an estimated $3.75K and bringing the position to 317 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

EverSource Wealth Advisors first reported a position in PRG in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.4K in Q2 2025. 272 funds tracked by Wall St. Rank hold PRG as of Q1 2026.

  • EverSource Wealth Advisors held 317 shares of PROG Holdings worth $9.09K as of Q1 2026.
  • EverSource Wealth Advisors bought 116 PROG Holdings shares in Q1 2026, an estimated $3.75K.
  • PROG Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2961 holding.
  • EverSource Wealth Advisors first reported a position in PROG Holdings in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's PROG Holdings position peaked at $16.4K in Q2 2025.
  • 272 funds tracked by Wall St. Rank held PROG Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.