GWM
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Gilpin Wealth Management’s PROG Holdings PRG Stock Holding History

Gilpin Wealth Management’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 		$467 Hold
10
– – ﹤0.01% 699
2026
Q1 		$287 Buy
10
+7
+233% +$226 ﹤0.01% 774
2025
Q4 		$89 Buy
+3
New +$89 ﹤0.01% 858

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 $112B AUM 36.28% 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

Gilpin Wealth Management's PRG Position: Q2 2026 in Review

Gilpin Wealth Management held its PROG Holdings (PRG) position steady in Q2 2026 at 10 shares worth $467. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Gilpin Wealth Management first reported a position in PRG in Q4 2025 and has held it in 3 quarters since. 291 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

  • Gilpin Wealth Management held 10 shares of PROG Holdings worth $467 as of Q2 2026.
  • Gilpin Wealth Management left its PROG Holdings share count unchanged in Q2 2026.
  • PROG Holdings made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #699 holding.
  • Gilpin Wealth Management first reported a position in PROG Holdings in Q4 2025 and has held it in 3 quarters since.
  • 291 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

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