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Sunrise Financial Services’s Progyny PGNY Stock Holding History

Sunrise Financial Services’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 		$577 Hold
20
– – ﹤0.01% 535
2026
Q1 		$340 Hold
20
– – ﹤0.01% 574
2025
Q4 		$514 Buy
+20
New +$460 ﹤0.01% 508

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 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sunrise Financial Services's PGNY Position: Q2 2026 in Review

Sunrise Financial Services held its Progyny (PGNY) position steady in Q2 2026 at 20 shares worth $577. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Sunrise Financial Services first reported a position in PGNY in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Sunrise Financial Services held 20 shares of Progyny worth $577 as of Q2 2026.
  • Sunrise Financial Services left its Progyny share count unchanged in Q2 2026.
  • Progyny made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #535 holding.
  • Sunrise Financial Services first reported a position in Progyny in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.