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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BICM
Breach Inlet Capital Management Mt. Pleasant, South Carolina $305M AUM 7.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's PRG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its PROG Holdings (PRG) stake by 9.7% in Q1 2026, buying an estimated $4.13K and bringing the position to 1,441 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Pinnacle Wealth Planning Services first reported a position in PRG in Q4 2020 and has held it in 3 quarters since. The position peaked at $48K in Q4 2020. 272 funds tracked by Wall St. Rank hold PRG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,441 shares of PROG Holdings worth $41.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 128 PROG Holdings shares in Q1 2026, an estimated $4.13K.
  • PROG Holdings made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1308 holding.
  • Pinnacle Wealth Planning Services first reported a position in PROG Holdings in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's PROG Holdings position peaked at $48K in Q4 2020.
  • 272 funds tracked by Wall St. Rank held PROG Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.