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SageView Advisory Group’s Progyny PGNY Stock Holding History

SageView Advisory Group’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
2025
Q4 		$78 Buy
+3
New +$69 ﹤0.01% 2554
2024
Q2 		– Sell
-4,858
Closed -$419K – 699
2024
Q1 		$419K Buy
+4,858
New +$184K 0.02% 354

Other funds holding PGNY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

SageView Advisory Group's PGNY Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Progyny (PGNY) in Q4 2025: 3 shares worth $78. The stake represents ﹤0.01% of the portfolio and ranks #2554 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PGNY as recently as Q1 2024.

SageView Advisory Group first reported a position in PGNY in Q1 2024 and has held it in 2 quarters since. The position peaked at $419K in Q1 2024. 313 funds tracked by Wall St. Rank hold PGNY as of Q4 2025.

  • SageView Advisory Group held 3 shares of Progyny worth $78 as of Q4 2025.
  • Progyny was a new SageView Advisory Group position in Q4 2025.
  • Progyny made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2554 holding.
  • SageView Advisory Group first reported a position in Progyny in Q1 2024 and has held it in 2 quarters since.
  • SageView Advisory Group's Progyny position peaked at $419K in Q1 2024.
  • 313 funds tracked by Wall St. Rank held Progyny as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.