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Pinnacle Wealth Planning Services’s Progyny PGNY Stock Holding History

Pinnacle Wealth Planning Services’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 		$34.3K Sell
1,191
-248
-17% -$5.54K ﹤0.01% 1522
2026
Q1 		$24.4K Buy
1,439
+98
+7% +$2.1K ﹤0.01% 1592
2025
Q4 		$34.4K Buy
+1,341
New +$30.8K ﹤0.01% 1435

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's PGNY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Progyny (PGNY) stake by 17% in Q2 2026, selling an estimated $5.54K and leaving 1,191 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Pinnacle Wealth Planning Services first reported a position in PGNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.4K in Q4 2025. 312 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,191 shares of Progyny worth $34.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 248 Progyny shares in Q2 2026, an estimated $5.54K.
  • Progyny made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1522 holding.
  • Pinnacle Wealth Planning Services first reported a position in Progyny in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Progyny position peaked at $34.4K in Q4 2025.
  • 312 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.