EWA
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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
Q2 		$8.53K Sell
183
-134
-42% -$4.67K ﹤0.01% 2993
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 $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

EverSource Wealth Advisors's PRG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its PROG Holdings (PRG) stake by 42% in Q2 2026, selling an estimated $4.67K and leaving 183 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #2993.

EverSource Wealth Advisors first reported a position in PRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.4K in Q2 2025. 294 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

  • EverSource Wealth Advisors held 183 shares of PROG Holdings worth $8.53K as of Q2 2026.
  • EverSource Wealth Advisors sold 134 PROG Holdings shares in Q2 2026, an estimated $4.67K.
  • PROG Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2993 holding.
  • EverSource Wealth Advisors first reported a position in PROG Holdings in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's PROG Holdings position peaked at $16.4K in Q2 2025.
  • 294 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.