JWA
PGNY icon

JFS Wealth Advisors’s Progyny PGNY Stock Holding History

JFS Wealth Advisors’s Portfolio PGNY Stock Details PGNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$346 Sell
12
-2
-14% -$45 ﹤0.01% 2036
2026
Q1 		$238 Sell
14
-13
-48% -$279 ﹤0.01% 1815
2025
Q4 		$694 Buy
27
+8
+42% +$184 ﹤0.01% 1760
2025
Q3 		$409 Hold
19
– – ﹤0.01% 1787
2025
Q2 		$418 Buy
+19
New +$417 ﹤0.01% 1728
2024
Q4 		– Sell
-2
Closed -$34 – 1981
2024
Q3 		$34 Sell
2
-11
-85% -$264 ﹤0.01% 1944
2024
Q2 		$372 Buy
+13
New +$391 ﹤0.01% 1837

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's PGNY Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Progyny (PGNY) stake by 14% in Q2 2026, selling an estimated $45 and leaving 12 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

JFS Wealth Advisors first reported a position in PGNY in Q2 2024 and has held it in 7 quarters since. The position peaked at $694 in Q4 2025. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • JFS Wealth Advisors held 12 shares of Progyny worth $346 as of Q2 2026.
  • JFS Wealth Advisors sold 2 Progyny shares in Q2 2026, an estimated $45.
  • Progyny made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2036 holding.
  • JFS Wealth Advisors first reported a position in Progyny in Q2 2024 and has held it in 7 quarters since.
  • JFS Wealth Advisors's Progyny position peaked at $694 in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.