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Avantax Planning Partners’s Progressive PGR Stock Holding History

Avantax Planning Partners’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
Q1 		– Sell
-1,012
Closed -$230K – 457
2025
Q4 		$230K Sell
1,012
-22
-2% -$4.97K 0.01% 393
2025
Q3 		$255K Buy
1,034
+99
+11% +$24.4K 0.01% 382
2025
Q2 		$250K Buy
+935
New +$256K 0.01% 389
2018
Q4 		– Sell
-87
Closed -$6K – 944
2018
Q3 		$6K Buy
+87
New +$5.6K ﹤0.01% 1044
2018
Q2 		– Sell
-211
Closed -$13K – 1127
2018
Q1 		$13K Buy
+211
New +$12K ﹤0.01% 941

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avantax Planning Partners's PGR Position: Q1 2026 in Review

Avantax Planning Partners sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,012 shares — an estimated $230K sold.

Avantax Planning Partners first reported a position in PGR in Q1 2018 and held it in 5 quarters. The position peaked at $255K in Q3 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Avantax Planning Partners reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 1,012 Progressive shares in Q1 2026, an estimated $230K.
  • Avantax Planning Partners first reported a position in Progressive in Q1 2018 and held it in 5 quarters.
  • Avantax Planning Partners's Progressive position peaked at $255K in Q3 2025.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.