Allworth Financial’s Progressive PGR Stock Holding History

Allworth Financial’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	$2.08M	Sell	9,539 -699	-7%	-$141K	0.01%	517
2026 Q1	$2.03M	Sell	10,238 -6,644	-39%	-$1.37M	0.01%	534
2025 Q4	$3.84M	Sell	16,882 -2,015	-11%	-$455K	0.02%	409
2025 Q3	$4.67M	Buy	18,897 +1,048	+6%	+$258K	0.02%	331
2025 Q2	$4.76M	Buy	17,849 +9,120	+104%	+$2.5M	0.02%	317
2025 Q1	$2.31M	Buy	8,729 +373	+4%	+$97.6K	0.01%	372
2024 Q4	$2M	Buy	8,356 +1,043	+14%	+$263K	0.01%	398
2024 Q3	$1.86M	Buy	7,313 +481	+7%	+$112K	0.01%	353
2024 Q2	$1.5M	Sell	6,832 -929	-12%	-$194K	0.01%	373
2024 Q1	$1.61M	Sell	7,761 -2,370	-23%	-$440K	0.01%	342
2023 Q4	$1.61M	Sell	10,131 -189	-2%	-$29.6K	0.01%	340
2023 Q3	$1.44M	Buy	10,320 +106	+1%	+$13.9K	0.01%	325
2023 Q2	$1.35M	Buy	10,214 +4,209	+70%	+$564K	0.01%	335
2023 Q1	$859K	Buy	6,005 +1,382	+30%	+$191K	0.01%	373
2022 Q4	$600K	Sell	4,623 -2,510	-35%	-$318K	0.01%	417
2022 Q3	$829K	Sell	7,133 -4,466	-39%	-$538K	0.01%	350
2022 Q2	$1.35M	Sell	11,599 -1,899	-14%	-$215K	0.02%	263
2022 Q1	$1.54M	Buy	13,498 +7,926	+142%	+$857K	0.02%	251
2021 Q4	$572K	Sell	5,572 -556	-9%	-$53.1K	0.01%	355
2021 Q3	$554K	Buy	6,128 +4,341	+243%	+$414K	0.01%	318
2021 Q2	$175K	Buy	1,787 +13	+0.7%	+$1.29K	﹤0.01%	386
2021 Q1	$170K	Buy	1,774 +54	+3%	+$4.91K	﹤0.01%	375
2020 Q4	$170K	Buy	1,720 +2	+0.1%	+$189	﹤0.01%	295
2020 Q3	$163K	Sell	1,718 -298	-15%	-$26.8K	﹤0.01%	264
2020 Q2	$161K	Buy	2,016 +2	+0.1%	+$156	0.01%	258
2020 Q1	$149K	Buy	2,014 +45	+2%	+$3.47K	0.01%	268
2019 Q4	$143K	Sell	1,969 -697	-26%	-$50.2K	0.01%	223
2019 Q3	$206K	Buy	2,666 +2	+0.1%	+$157	0.01%	168
2019 Q2	$213K	Hold	2,664	–	–	0.01%	161
2019 Q1	$192K	Buy	2,664 +2,064	+344%	+$141K	0.01%	168
2018 Q4	$36K	Hold	600	–	–	﹤0.01%	330
2018 Q3	$43K	Hold	600	–	–	﹤0.01%	316
2018 Q2	$35K	Hold	600	–	–	﹤0.01%	329
2018 Q1	$37K	Hold	600	–	–	﹤0.01%	289
2017 Q4	$34K	Hold	600	–	–	﹤0.01%	297
2017 Q3	$29K	Hold	600	–	–	﹤0.01%	301
2017 Q2	$26K	Hold	600	–	–	﹤0.01%	330
2017 Q1	$24K	Hold	600	–	–	﹤0.01%	333
2016 Q4	$21K	Hold	600	–	–	﹤0.01%	315
2016 Q3	$19K	Hold	600	–	–	﹤0.01%	335
2016 Q2	$20K	Hold	600	–	–	﹤0.01%	312
2016 Q1	$21K	Hold	600	–	–	﹤0.01%	300
2015 Q4	$19K	Hold	600	–	–	﹤0.01%	307
2015 Q3	$18K	Hold	600	–	–	0.01%	320
2015 Q2	$17K	Hold	600	–	–	0.01%	324
2015 Q1	$16K	Buy	+600	New	+$16K	0.01%	336

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

Allworth Financial's PGR Position: Q2 2026 in Review

Allworth Financial reduced its Progressive (PGR) stake by 6.8% in Q2 2026, selling an estimated $141K and leaving 9,539 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #517.

Allworth Financial first reported a position in PGR in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.76M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Allworth Financial held 9,539 shares of Progressive worth $2.08M as of Q2 2026.
Allworth Financial sold 699 Progressive shares in Q2 2026, an estimated $141K.
Progressive made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #517 holding.
Allworth Financial first reported a position in Progressive in Q1 2015 and has held it in 46 quarters since.
Allworth Financial's Progressive position peaked at $4.76M in Q2 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.