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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Progress Software (PRGS) stake by 25% in Q2 2026, selling an estimated $89 and leaving 9 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

JFS Wealth Advisors first reported a position in PRGS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q2 2022. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • JFS Wealth Advisors held 9 shares of Progress Software worth $303 as of Q2 2026.
  • JFS Wealth Advisors sold 3 Progress Software shares in Q2 2026, an estimated $89.
  • Progress Software made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2058 holding.
  • JFS Wealth Advisors first reported a position in Progress Software in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Progress Software position peaked at $2K in Q2 2022.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

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