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 Q3	$11.4K	Sell	369 -13	-3%	-$527	﹤0.01%	862
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Physician Wealth Advisors's PRG Position: Q3 2026 in Review

Physician Wealth Advisors reduced its PROG Holdings (PRG) stake by 3.4% in Q3 2026, selling an estimated $527 and leaving 369 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Physician Wealth Advisors first reported a position in PRG in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.8K in Q2 2026. 108 funds tracked by Wall St. Rank hold PRG as of Q3 2026.

Physician Wealth Advisors held 369 shares of PROG Holdings worth $11.4K as of Q3 2026.
Physician Wealth Advisors sold 13 PROG Holdings shares in Q3 2026, an estimated $527.
PROG Holdings made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #862 holding.
Physician Wealth Advisors first reported a position in PROG Holdings in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's PROG Holdings position peaked at $17.8K in Q2 2026.
108 funds tracked by Wall St. Rank held PROG Holdings as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.