Jones Financial Companies
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Jones Financial Companies’s Progyny PGNY Stock Holding History

Jones Financial Companies’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
Q1 		$465K Buy
26,899
+26,775
+21,593% +$574K ﹤0.01% 2078
2025
Q4 		$3.18K Sell
124
-744
-86% -$17.1K ﹤0.01% 3682
2025
Q3 		$18.6K Buy
868
+738
+568% +$16.8K ﹤0.01% 2835
2025
Q2 		$2.85K Buy
130
+24
+23% +$526 ﹤0.01% 3347
2025
Q1 		$2.32K Sell
106
-62
-37% -$1.33K ﹤0.01% 3212
2024
Q4 		$2.9K Hold
168
– – ﹤0.01% 2916
2024
Q3 		$2.82K Buy
+168
New +$4.03K ﹤0.01% 2588

Other funds holding PGNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Jones Financial Companies's PGNY Position: Q1 2026 in Review

Jones Financial Companies increased its Progyny (PGNY) stake by 21,593% in Q1 2026, buying an estimated $574K and bringing the position to 26,899 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Jones Financial Companies first reported a position in PGNY in Q3 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold PGNY as of Q1 2026.

  • Jones Financial Companies held 26,899 shares of Progyny worth $465K as of Q1 2026.
  • Jones Financial Companies bought 26,775 Progyny shares in Q1 2026, an estimated $574K.
  • Progyny made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2078 holding.
  • Jones Financial Companies first reported a position in Progyny in Q3 2024 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held Progyny as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.