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Sunbelt Securities’s Progyny PGNY Stock Holding History

Sunbelt Securities’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 		– Sell
-20
Closed -$430 – 2914
2025
Q3 		$430 Buy
+20
New +$455 ﹤0.01% 2262
2023
Q4 		– Sell
-32
Closed -$1.09K – 1763
2023
Q3 		$1.09K Buy
+32
New +$1.21K ﹤0.01% 1580

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

Sunbelt Securities's PGNY Position: Q4 2025 in Review

Sunbelt Securities sold out of Progyny (PGNY) in Q4 2025, closing a stake of 20 shares — an estimated $430 sold.

Sunbelt Securities first reported a position in PGNY in Q3 2023 and held it in 2 quarters. The position peaked at $1.09K in Q3 2023. 313 funds tracked by Wall St. Rank hold PGNY as of Q4 2025.

  • Sunbelt Securities reported no remaining Progyny position as of Q4 2025 after selling out during the quarter.
  • Sunbelt Securities sold 20 Progyny shares in Q4 2025, an estimated $430.
  • Sunbelt Securities first reported a position in Progyny in Q3 2023 and held it in 2 quarters.
  • Sunbelt Securities's Progyny position peaked at $1.09K in Q3 2023.
  • 313 funds tracked by Wall St. Rank held Progyny as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.