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Pinnacle Wealth Planning Services’s PROG Holdings PRG Stock Holding History

Pinnacle Wealth Planning Services’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 		$67.1K Sell
1,439
-2
-0.1% -$70 0.01% 1088
2026
Q1 		$41.3K Buy
1,441
+128
+10% +$4.13K ﹤0.01% 1308
2025
Q4 		$38.7K Buy
+1,313
New +$39.1K ﹤0.01% 1380
2021
Q1 		– Sell
-887
Closed -$48K – 1543
2020
Q4 		$48K Buy
+887
New +$45.8K 0.01% 820

Other funds holding PRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its PROG Holdings (PRG) stake by 0.14% in Q2 2026, selling an estimated $70 and leaving 1,439 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #1088.

Pinnacle Wealth Planning Services first reported a position in PRG in Q4 2020 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,439 shares of PROG Holdings worth $67.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2 PROG Holdings shares in Q2 2026, an estimated $70.
  • PROG Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1088 holding.
  • Pinnacle Wealth Planning Services first reported a position in PROG Holdings in Q4 2020 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

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