Larson Financial Group’s Progress Software PRGS Stock Holding History

Larson Financial Group’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 Q1	$616	Buy	24 +5	+26%	+$191	﹤0.01%	3273
2025 Q4	$816	Buy	+19	New	+$828	﹤0.01%	3009
2025 Q3	–	Sell	-195	Closed	-$12.4K	–	3597
2025 Q2	$12.4K	Sell	195 -78	-29%	-$4.74K	﹤0.01%	1703
2025 Q1	$14.1K	Buy	273 +267	+4,450%	+$15.3K	﹤0.01%	1497
2024 Q4	$391	Hold	6	–	–	﹤0.01%	2268
2024 Q3	$404	Hold	6	–	–	﹤0.01%	2182
2024 Q2	$326	Buy	+6	New	+$304	﹤0.01%	1943
2023 Q4	–	Sell	-144	Closed	-$7.57K	–	1885
2023 Q3	$7.57K	Buy	+144	New	+$8.43K	﹤0.01%	1074

Other funds holding PRGS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return