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Physician Wealth Advisors’s PROG Holdings PRG Stock Holding History

Physician Wealth Advisors’s Portfolio PRG Stock Details PRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.8K Buy
382
+13
+4% +$454 ﹤0.01% 701
2026
Q1 		$10.6K Sell
369
-49
-12% -$1.58K ﹤0.01% 785
2025
Q4 		$12.3K Hold
418
– – ﹤0.01% 707
2025
Q3 		$13.5K Buy
418
+49
+13% +$1.61K ﹤0.01% 666
2025
Q2 		$10.8K Sell
369
-72
-16% -$2K ﹤0.01% 630
2025
Q1 		$11.7K Buy
441
+72
+20% +$2.54K ﹤0.01% 591
2024
Q4 		$15.6K Buy
+369
New +$17K ﹤0.01% 549

Other funds holding PRG

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Physician Wealth Advisors's PRG Position: Q2 2026 in Review

Physician Wealth Advisors increased its PROG Holdings (PRG) stake by 3.5% in Q2 2026, buying an estimated $454 and bringing the position to 382 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Physician Wealth Advisors first reported a position in PRG in Q4 2024 and has held it in 7 quarters since. 65 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

  • Physician Wealth Advisors held 382 shares of PROG Holdings worth $17.8K as of Q2 2026.
  • Physician Wealth Advisors bought 13 PROG Holdings shares in Q2 2026, an estimated $454.
  • PROG Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #701 holding.
  • Physician Wealth Advisors first reported a position in PROG Holdings in Q4 2024 and has held it in 7 quarters since.
  • 65 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.