PWPS
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Pinnacle Wealth Planning Services’s Progress Software PRGS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30K Buy
892
+485
+119% +$14.4K ﹤0.01% 1587
2026
Q1 		$10.4K Sell
407
-1,009
-71% -$38.6K ﹤0.01% 1974
2025
Q4 		$60.8K Buy
+1,416
New +$61.7K 0.01% 1068
2021
Q1 		– Sell
-665
Closed -$30K – 1542
2020
Q4 		$30K Buy
+665
New +$26.9K 0.01% 1002

Other funds holding PRGS

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 PRGS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Progress Software (PRGS) stake by 119% in Q2 2026, buying an estimated $14.4K and bringing the position to 892 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Pinnacle Wealth Planning Services first reported a position in PRGS in Q4 2020 and has held it in 4 quarters since. The position peaked at $60.8K in Q4 2025. 293 funds tracked by Wall St. Rank hold PRGS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 892 shares of Progress Software worth $30K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 485 Progress Software shares in Q2 2026, an estimated $14.4K.
  • Progress Software made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1587 holding.
  • Pinnacle Wealth Planning Services first reported a position in Progress Software in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Progress Software position peaked at $60.8K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Progress Software as of Q2 2026.

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