JFS Wealth Advisors’s Progress Software PRGS Stock Holding History

JFS Wealth Advisors’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	$303	Sell	9 -3	-25%	-$89	﹤0.01%	2058
2026 Q1	$308	Sell	12 -11	-48%	-$420	﹤0.01%	1802
2025 Q4	$989	Buy	23 +5	+28%	+$218	﹤0.01%	1704
2025 Q3	$791	Sell	18 -13	-42%	-$599	﹤0.01%	1670
2025 Q2	$1.98K	Buy	31 +7	+29%	+$426	﹤0.01%	1392
2025 Q1	$1.24K	Hold	24	–	–	﹤0.01%	1607
2024 Q4	$1.56K	Hold	24	–	–	﹤0.01%	1563
2024 Q3	$1.62K	Buy	24 +1	+4%	+$57	﹤0.01%	1569
2024 Q2	$1.25K	Sell	23 -7	-23%	-$355	﹤0.01%	1615
2024 Q1	$1.6K	Hold	30	–	–	﹤0.01%	1521
2023 Q4	$1.63K	Buy	30 +2	+7%	+$106	﹤0.01%	1514
2023 Q3	$1.47K	Buy	28 +1	+4%	+$59	﹤0.01%	1477
2023 Q2	$1.57K	Sell	27 -6	-18%	-$341	﹤0.01%	1473
2023 Q1	$1.9K	Buy	33 +6	+22%	+$334	﹤0.01%	1390
2022 Q4	$1.36K	Buy	27 +8	+42%	+$399	﹤0.01%	1512
2022 Q3	$1K	Sell	19 -20	-51%	-$924	﹤0.01%	1622
2022 Q2	$2K	Buy	39 +18	+86%	+$857	﹤0.01%	1371
2022 Q1	$1K	Buy	21 +12	+133%	+$540	﹤0.01%	1708
2021 Q4	$0	Buy	+9	New	+$448	﹤0.01%	1841

Other funds holding PRGS

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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

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