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Global Financial Private Client’s Progress Software PRGS Stock Holding History

Global Financial Private Client’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$412 – 1249
2025
Q1 		$412 Buy
8
+6
+300% +$343 ﹤0.01% 1355
2024
Q4 		$130 Buy
+2
New +$134 ﹤0.01% 1423

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Financial Private Client's PRGS Position: Q2 2025 in Review

Global Financial Private Client sold out of Progress Software (PRGS) in Q2 2025, closing a stake of 8 shares — an estimated $412 sold.

Global Financial Private Client first reported a position in PRGS in Q4 2024 and held it in 2 quarters. The position peaked at $412 in Q1 2025. 346 funds tracked by Wall St. Rank hold PRGS as of Q2 2025.

  • Global Financial Private Client reported no remaining Progress Software position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 Progress Software shares in Q2 2025, an estimated $412.
  • Global Financial Private Client first reported a position in Progress Software in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Progress Software position peaked at $412 in Q1 2025.
  • 346 funds tracked by Wall St. Rank held Progress Software as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.