Prospera Financial Services
SG icon

Prospera Financial Services’s Sweetgreen SG Stock Holding History

Prospera Financial Services’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$111K Hold
10,000
– – ﹤0.01% 1471
2026
Q2 		$88.1K Hold
10,000
– – ﹤0.01% 1443
2026
Q1 		$51.9K Buy
+10,000
New +$60.8K ﹤0.01% 1399
2022
Q3 		– Sell
-25
Closed – – 1461
2022
Q2 		$0 Hold
25
– – ﹤0.01% 2439
2022
Q1 		$1K Buy
+25
New +$726 ﹤0.01% 2661

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Citigroup
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Dimensional Fund Advisors
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Certuity
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Simplex Trading
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Prospera Financial Services's SG Position: Q3 2026 in Review

Prospera Financial Services held its Sweetgreen (SG) position steady in Q3 2026 at 10,000 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Prospera Financial Services first reported a position in SG in Q1 2022 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold SG as of Q3 2026.

  • Prospera Financial Services held 10,000 shares of Sweetgreen worth $111K as of Q3 2026.
  • Prospera Financial Services left its Sweetgreen share count unchanged in Q3 2026.
  • Sweetgreen made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1471 holding.
  • Prospera Financial Services first reported a position in Sweetgreen in Q1 2022 and has held it in 5 quarters since.
  • 72 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.