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Root Financial Partners’s Progyny PGNY Stock Holding History

Root Financial Partners’s Portfolio PGNY Stock Details PGNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39
Closed -$662 – 2396
2026
Q1 		$662 Sell
39
-76
-66% -$1.63K ﹤0.01% 2765
2025
Q4 		$2.95K Buy
115
+34
+42% +$782 ﹤0.01% 1908
2025
Q3 		$1.74K Buy
+81
New +$1.84K ﹤0.01% 1976

Other funds holding PGNY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Root Financial Partners's PGNY Position: Q2 2026 in Review

Root Financial Partners sold out of Progyny (PGNY) in Q2 2026, closing a stake of 39 shares — an estimated $662 sold.

Root Financial Partners first reported a position in PGNY in Q3 2025 and held it in 3 quarters. The position peaked at $2.95K in Q4 2025. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Root Financial Partners reported no remaining Progyny position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 39 Progyny shares in Q2 2026, an estimated $662.
  • Root Financial Partners first reported a position in Progyny in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Progyny position peaked at $2.95K in Q4 2025.
  • 311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.