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Twin Peaks Wealth Advisors’s Progyny PGNY Stock Holding History

Twin Peaks Wealth Advisors’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
-120
Closed -$2.04K – 1631
2026
Q1 		$2.04K Buy
+120
New +$2.57K ﹤0.01% 1709
2025
Q3 		– Sell
-220
Closed -$4.79K – 1547
2025
Q2 		$4.79K Buy
+220
New +$4.83K ﹤0.01% 1325

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

Twin Peaks Wealth Advisors's PGNY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Progyny (PGNY) in Q2 2026, closing a stake of 120 shares — an estimated $2.04K sold.

Twin Peaks Wealth Advisors first reported a position in PGNY in Q2 2025 and held it in 2 quarters. The position peaked at $4.79K in Q2 2025. 311 funds tracked by Wall St. Rank hold PGNY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Progyny position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 120 Progyny shares in Q2 2026, an estimated $2.04K.
  • Twin Peaks Wealth Advisors first reported a position in Progyny in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Progyny position peaked at $4.79K in Q2 2025.
  • 311 funds tracked by Wall St. Rank held Progyny as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.