Institute for Wealth Management’s Progress Software PRGS Stock Holding History

Institute for Wealth Management’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
2026 Q2	$576	Buy	+17	New	+$503	﹤0.01%	1695

Other funds holding PRGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Institute for Wealth Management's PRGS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Progress Software (PRGS) in Q2 2026: 17 shares worth $576. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings.

126 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

Institute for Wealth Management held 17 shares of Progress Software worth $576 as of Q2 2026.
Progress Software was a new Institute for Wealth Management position in Q2 2026.
Progress Software made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1695 holding.
126 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.