LPL Financial
PGNY icon

LPL Financial’s Progyny PGNY Stock Holding History

LPL Financial’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
Q2 		$561K Sell
19,476
-2,363
-11% -$52.8K ﹤0.01% 4922
2026
Q1 		$371K Sell
21,839
-1,492
-6% -$32K ﹤0.01% 5041
2025
Q4 		$599K Sell
23,331
-6,625
-22% -$152K ﹤0.01% 4559
2025
Q3 		$645K Buy
29,956
+4,888
+19% +$111K ﹤0.01% 4409
2025
Q2 		$551K Buy
25,068
+2,175
+10% +$47.7K ﹤0.01% 4293
2025
Q1 		$511K Buy
22,893
+5,971
+35% +$129K ﹤0.01% 4154
2024
Q4 		$292K Sell
16,922
-8,017
-32% -$124K ﹤0.01% 4551
2024
Q3 		$418K Sell
24,939
-14,362
-37% -$345K ﹤0.01% 4157
2024
Q2 		$1.12M Sell
39,301
-690
-2% -$20.8K ﹤0.01% 3143
2024
Q1 		$1.53M Sell
39,991
-7,058
-15% -$267K ﹤0.01% 2789
2023
Q4 		$1.75M Buy
47,049
+8,066
+21% +$271K ﹤0.01% 2530
2023
Q3 		$1.33M Buy
38,983
+9,171
+31% +$346K ﹤0.01% 2656
2023
Q2 		$1.17M Buy
29,812
+3,699
+14% +$134K ﹤0.01% 2716
2023
Q1 		$839K Buy
26,113
+1,893
+8% +$62.5K ﹤0.01% 2887
2022
Q4 		$754K Buy
24,220
+13,510
+126% +$488K ﹤0.01% 2876
2022
Q3 		$397K Sell
10,710
-5,039
-32% -$189K ﹤0.01% 3354
2022
Q2 		$458K Sell
15,749
-10,250
-39% -$367K ﹤0.01% 3288
2022
Q1 		$1.34M Buy
25,999
+5,465
+27% +$234K ﹤0.01% 2367
2021
Q4 		$1.03M Buy
20,534
+4,131
+25% +$231K ﹤0.01% 2631
2021
Q3 		$919K Sell
16,403
-1,095
-6% -$60.5K ﹤0.01% 2683
2021
Q2 		$1.03M Buy
17,498
+3,479
+25% +$195K ﹤0.01% 2541
2021
Q1 		$624K Buy
14,019
+3,067
+28% +$143K ﹤0.01% 2838
2020
Q4 		$464K Buy
10,952
+3,678
+51% +$120K ﹤0.01% 2830
2020
Q3 		$214K Buy
+7,274
New +$201K ﹤0.01% 3153

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial's PGNY Position: Q2 2026 in Review

LPL Financial reduced its Progyny (PGNY) stake by 11% in Q2 2026, selling an estimated $52.8K and leaving 19,476 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #4922.

LPL Financial first reported a position in PGNY in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.75M in Q4 2023. 118 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • LPL Financial held 19,476 shares of Progyny worth $561K as of Q2 2026.
  • LPL Financial sold 2,363 Progyny shares in Q2 2026, an estimated $52.8K.
  • Progyny made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4922 holding.
  • LPL Financial first reported a position in Progyny in Q3 2020 and has held it in 24 quarters since.
  • LPL Financial's Progyny position peaked at $1.75M in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.