JFS Wealth Advisors’s PROG Holdings PRG Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$187	Buy	+4	New	+$140	﹤0.01%	2161
2024 Q1	–	Sell	-2,178	Closed	-$67.3K	–	2027
2023 Q4	$67.3K	Hold	2,178	–	–	0.01%	365
2023 Q3	$72.3K	Hold	2,178	–	–	0.01%	325
2023 Q2	$70K	Hold	2,178	–	–	0.01%	323
2023 Q1	$51.8K	Hold	2,178	–	–	﹤0.01%	371
2022 Q4	$36.8K	Hold	2,178	–	–	﹤0.01%	409
2022 Q3	$33K	Hold	2,178	–	–	﹤0.01%	460
2022 Q2	$36K	Sell	2,178 -3	-0.1%	-$77	﹤0.01%	461
2022 Q1	$63K	Hold	2,181	–	–	0.01%	371
2021 Q4	$98K	Buy	2,181 +3	+0.1%	+$135	0.01%	309
2021 Q3	$91K	Hold	2,178	–	–	0.01%	326
2021 Q2	$105K	Hold	2,178	–	–	0.02%	215
2021 Q1	$94K	Hold	2,178	–	–	0.02%	199
2020 Q4	$117K	Buy	+2,178	New	+$112K	0.02%	180

Other funds holding PRG

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

VCM

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in PROG Holdings (PRG) in Q2 2026: 4 shares worth $187. The stake represents ﹤0.01% of the portfolio and ranks #2161 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in PRG as recently as Q4 2023.

JFS Wealth Advisors first reported a position in PRG in Q4 2020 and has held it in 14 quarters since. The position peaked at $117K in Q4 2020. 15 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

JFS Wealth Advisors held 4 shares of PROG Holdings worth $187 as of Q2 2026.
PROG Holdings was a new JFS Wealth Advisors position in Q2 2026.
PROG Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2161 holding.
JFS Wealth Advisors first reported a position in PROG Holdings in Q4 2020 and has held it in 14 quarters since.
JFS Wealth Advisors's PROG Holdings position peaked at $117K in Q4 2020.
15 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

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