True Wealth Design’s PROG Holdings PRG Stock Holding History

True Wealth Design’s Portfolio PRG Stock Details PRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15K	Sell	46 -24	-34%	-$837	﹤0.01%	1659
2026 Q1	$2.01K	Buy	70 +33	+89%	+$1.07K	﹤0.01%	1537
2025 Q4	$1.09K	Sell	37 -22	-37%	-$656	﹤0.01%	1676
2025 Q3	$1.91K	Buy	59 +41	+228%	+$1.34K	﹤0.01%	1478
2025 Q2	$529	Hold	18	–	–	﹤0.01%	1717
2025 Q1	$479	Buy	+18	New	+$636	﹤0.01%	1557
2024 Q4	–	Sell	-23	Closed	-$1.12K	–	1484
2024 Q3	$1.12K	Buy	+23	New	+$974	﹤0.01%	947

Other funds holding PRG

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's PRG Position: Q2 2026 in Review

True Wealth Design reduced its PROG Holdings (PRG) stake by 34% in Q2 2026, selling an estimated $837 and leaving 46 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

True Wealth Design first reported a position in PRG in Q3 2024 and has held it in 7 quarters since. 15 funds tracked by Wall St. Rank hold PRG as of Q2 2026.

True Wealth Design held 46 shares of PROG Holdings worth $2.15K as of Q2 2026.
True Wealth Design sold 24 PROG Holdings shares in Q2 2026, an estimated $837.
PROG Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1659 holding.
True Wealth Design first reported a position in PROG Holdings in Q3 2024 and has held it in 7 quarters since.
15 funds tracked by Wall St. Rank held PROG Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.