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Wealthspire Advisors (New York)’s PROG Holdings PRG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-11
Closed -$356 – 2395
2025
Q3 		$356 Buy
+11
New +$361 ﹤0.01% 2875

Other funds holding PRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s PRG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of PROG Holdings (PRG) in Q4 2025, closing a stake of 11 shares — an estimated $356 sold.

Wealthspire Advisors (New York) first reported a position in PRG in Q3 2025 and held it in 1 quarter. The position peaked at $356 in Q3 2025. 278 funds tracked by Wall St. Rank hold PRG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining PROG Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11 PROG Holdings shares in Q4 2025, an estimated $356.
  • Wealthspire Advisors (New York) first reported a position in PROG Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s PROG Holdings position peaked at $356 in Q3 2025.
  • 278 funds tracked by Wall St. Rank held PROG Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.