PWMG
PRG icon

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
Q2 		$1.03K Hold
22
– – ﹤0.01% 901
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
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

Prestige Wealth Management Group's PRG Position: Q2 2026 in Review

Prestige Wealth Management Group held its PROG Holdings (PRG) position steady in Q2 2026 at 22 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Prestige Wealth Management Group first reported a position in PRG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.07K in Q3 2024. 294 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

  • Prestige Wealth Management Group held 22 shares of PROG Holdings worth $1.03K as of Q2 2026.
  • Prestige Wealth Management Group left its PROG Holdings share count unchanged in Q2 2026.
  • PROG Holdings made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #901 holding.
  • Prestige Wealth Management Group first reported a position in PROG Holdings in Q3 2022 and has held it in 16 quarters since.
  • Prestige Wealth Management Group's PROG Holdings position peaked at $1.07K in Q3 2024.
  • 294 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.