Action Point Financial Planning’s Progressive PGR Stock Holding History

Action Point Financial Planning’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
2026 Q2	$340K	Buy	+1,564	New	+$315K	0.03%	331

Other funds holding PGR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's PGR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Progressive (PGR) in Q2 2026: 1,564 shares worth $340K. The stake represents 0.03% of the portfolio and ranks #331 among its holdings.

1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Action Point Financial Planning held 1,564 shares of Progressive worth $340K as of Q2 2026.
Progressive was a new Action Point Financial Planning position in Q2 2026.
Progressive made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #331 holding.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.