Global Retirement Partners’s PROG Holdings PRG Stock Holding History

Global Retirement Partners’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
2025 Q4	$4.51K	Buy	153 +40	+35%	+$1.19K	﹤0.01%	3467
2025 Q3	$3.66K	Hold	113	–	–	﹤0.01%	3090
2025 Q2	$3.32K	Buy	+113	New	+$3.14K	﹤0.01%	3054
2024 Q4	$4.78K	Hold	113	–	–	﹤0.01%	2703
2024 Q3	$5.48K	Hold	113	–	–	﹤0.01%	2527
2024 Q2	$3.92K	Hold	113	–	–	﹤0.01%	2715
2024 Q1	$3.89K	Hold	113	–	–	﹤0.01%	2497
2023 Q4	$3.32K	Hold	113	–	–	﹤0.01%	2478
2023 Q3	$3.49K	Buy	113 +15	+15%	+$523	﹤0.01%	2324
2023 Q2	$3.15K	Hold	98	–	–	﹤0.01%	2377
2023 Q1	$2.81K	Hold	98	–	–	﹤0.01%	2376
2022 Q4	$1.66K	Hold	98	–	–	﹤0.01%	2427
2022 Q3	$2K	Sell	98 -7	-7%	-$131	﹤0.01%	2291
2022 Q2	$2K	Sell	105 -33	-24%	-$844	﹤0.01%	2247
2022 Q1	$3K	Buy	138 +98	+245%	+$3.46K	﹤0.01%	2089
2021 Q4	$2K	Sell	40 -1,398	-97%	-$63.1K	﹤0.01%	227
2021 Q3	$60K	Buy	1,438 +312	+28%	+$14K	0.01%	790
2021 Q2	$54K	Sell	1,126 -12	-1%	-$597	0.01%	822
2021 Q1	$50K	Buy	1,138 +176	+18%	+$8.78K	0.01%	798
2020 Q4	$52K	Buy	+962	New	+$49.6K	0.01%	716

Other funds holding PRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Retirement Partners's PRG Position: Q4 2025 in Review

Global Retirement Partners increased its PROG Holdings (PRG) stake by 35% in Q4 2025, buying an estimated $1.19K and bringing the position to 153 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

Global Retirement Partners first reported a position in PRG in Q4 2020 and has held it in 20 quarters since. The position peaked at $60K in Q3 2021. 278 funds tracked by Wall St. Rank hold PRG as of Q4 2025.

Global Retirement Partners held 153 shares of PROG Holdings worth $4.51K as of Q4 2025.
Global Retirement Partners bought 40 PROG Holdings shares in Q4 2025, an estimated $1.19K.
PROG Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3467 holding.
Global Retirement Partners first reported a position in PROG Holdings in Q4 2020 and has held it in 20 quarters since.
Global Retirement Partners's PROG Holdings position peaked at $60K in Q3 2021.
278 funds tracked by Wall St. Rank held PROG Holdings as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.