Atria Wealth Solutions’s Progressive PGR Stock Holding History

Atria Wealth Solutions’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 Q2	$5.73M	Buy	21,549 +3,439	+19%	+$943K	0.13%	188
2025 Q1	$5.13M	Sell	18,110 -1,766	-9%	-$462K	0.06%	330
2024 Q4	$4.76M	Sell	19,876 -9,301	-32%	-$2.34M	0.05%	363
2024 Q3	$7.4M	Buy	29,177 +7,432	+34%	+$1.73M	0.08%	263
2024 Q2	$4.52M	Sell	21,745 -14	-0.1%	-$2.93K	0.05%	362
2024 Q1	$4.5M	Buy	21,759 +5,709	+36%	+$1.06M	0.05%	368
2023 Q4	$2.56M	Sell	16,050 -2,819	-15%	-$441K	0.03%	526
2023 Q3	$2.63M	Sell	18,869 -19	-0.1%	-$2.5K	0.04%	474
2023 Q2	$2.5M	Sell	18,888 -11,625	-38%	-$1.56M	0.03%	500
2023 Q1	$4.37M	Sell	30,513 -5,265	-15%	-$726K	0.06%	299
2022 Q4	$4.64M	Buy	35,778 +18,388	+106%	+$2.33M	0.07%	267
2022 Q3	$2.02M	Buy	17,390 +2,342	+16%	+$282K	0.04%	477
2022 Q2	$1.75M	Sell	15,048 -26	-0.2%	-$2.95K	0.04%	495
2022 Q1	$1.72M	Buy	+15,074	New	+$1.63M	0.03%	526

Other funds holding PGR

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return