Prestige Wealth Management Group’s PROG Holdings PRG Stock Holding History

Prestige Wealth Management Group’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	$632	Hold	22	–	–	﹤0.01%	934
2025 Q4	$649	Hold	22	–	–	﹤0.01%	916
2025 Q3	$712	Hold	22	–	–	﹤0.01%	899
2025 Q2	$646	Hold	22	–	–	﹤0.01%	907
2025 Q1	$586	Hold	22	–	–	﹤0.01%	914
2024 Q4	$930	Hold	22	–	–	﹤0.01%	891
2024 Q3	$1.07K	Hold	22	–	–	﹤0.01%	875
2024 Q2	$763	Hold	22	–	–	﹤0.01%	863
2024 Q1	$758	Hold	22	–	–	﹤0.01%	900
2023 Q4	$681	Hold	22	–	–	﹤0.01%	909
2023 Q3	$731	Hold	22	–	–	﹤0.01%	921
2023 Q2	$707	Hold	22	–	–	﹤0.01%	945
2023 Q1	$524	Hold	22	–	–	﹤0.01%	978
2022 Q4	$372	Sell	22 -34	-61%	-$581	﹤0.01%	1102
2022 Q3	$1K	Buy	+56	New	+$1.05K	﹤0.01%	900

Other funds holding PRG

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Prestige Wealth Management Group's PRG Position: Q1 2026 in Review

Prestige Wealth Management Group held its PROG Holdings (PRG) position steady in Q1 2026 at 22 shares worth $632. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Prestige Wealth Management Group first reported a position in PRG in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.07K in Q3 2024. 272 funds tracked by Wall St. Rank hold PRG as of Q1 2026.

Prestige Wealth Management Group held 22 shares of PROG Holdings worth $632 as of Q1 2026.
Prestige Wealth Management Group left its PROG Holdings share count unchanged in Q1 2026.
PROG Holdings made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #934 holding.
Prestige Wealth Management Group first reported a position in PROG Holdings in Q3 2022 and has held it in 15 quarters since.
Prestige Wealth Management Group's PROG Holdings position peaked at $1.07K in Q3 2024.
272 funds tracked by Wall St. Rank held PROG Holdings as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.