Acorn Financial Advisory Services’s Progressive PGR Stock Holding History

Acorn Financial Advisory Services’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-925	Closed	-$228K	–	225
2025 Q3	$228K	Buy	925 +14	+2%	+$3.45K	0.04%	191
2025 Q2	$243K	Hold	911	–	–	0.04%	177
2025 Q1	$258K	Hold	911	–	–	0.05%	161
2024 Q4	$218K	Hold	911	–	–	0.04%	191
2024 Q3	$231K	Buy	+911	New	+$212K	0.04%	186
2023 Q1	–	Sell	-3,247	Closed	-$421K	–	230
2022 Q4	$421K	Hold	3,247	–	–	0.09%	127
2022 Q3	$377K	Hold	3,247	–	–	0.09%	145
2022 Q2	$378K	Buy	+3,247	New	+$368K	0.09%	143

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Acorn Financial Advisory Services's PGR Position: Q4 2025 in Review

Acorn Financial Advisory Services sold out of Progressive (PGR) in Q4 2025, closing a stake of 925 shares — an estimated $228K sold.

Acorn Financial Advisory Services first reported a position in PGR in Q2 2022 and held it in 8 quarters. The position peaked at $421K in Q4 2022. 1,829 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Acorn Financial Advisory Services reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Acorn Financial Advisory Services sold 925 Progressive shares in Q4 2025, an estimated $228K.
Acorn Financial Advisory Services first reported a position in Progressive in Q2 2022 and held it in 8 quarters.
Acorn Financial Advisory Services's Progressive position peaked at $421K in Q4 2022.
1,829 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.