PRXG — PRAXIS FDS

Ownership history in Smartleaf Asset Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Smartleaf Asset Management LLC reported a position in PRAXIS FDS (PRXG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.26% (2025 Q2)
Avg. % of fund
0.2%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 90,796 -1,429 -1.5% 0.13% $3.3M $36.52
2025 Q3 UNCHANGED 92,225 — 0% 0.20% $3.3M $35.79
2025 Q2 INITIATED 92,225 — — 0.26% $3.0M $32.82
% of Fund (quarterly)    PRXG price (monthly, adj. close)

Other funds also holding PRXG

As of 2025 Q4 — sorted by position size

EverSource Wealth Advisors, LLC 3Y 1.81% LifeGuide Financial Advisors, LLC 3Y 1.66% LGT Financial Advisors LLC 3Y 0.5% NATURAL INVESTMENTS, LLC 3Y 0.26% Strategic Blueprint, LLC 3Y 7Y 0.03% HARBOUR INVESTMENTS, INC. 3Y 0.01% Kestra Advisory Services, LLC 3Y 0.01% UBS Group AG 3Y 7Y 0.0%
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