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	–	1982
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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return