Aviance Capital Partners’s Progressive PGR Stock Holding History

Aviance Capital 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	$4.79M	Buy	24,171 +1,068	+5%	+$220K	0.56%	42
2025 Q4	$5.26M	Buy	23,103 +5,575	+32%	+$1.26M	0.61%	34
2025 Q3	$4.33M	Buy	17,528 +25	+0.1%	+$6.16K	0.51%	44
2025 Q2	$4.67M	Sell	17,503 -365	-2%	-$100K	0.61%	36
2025 Q1	$5.06M	Buy	17,868 +604	+3%	+$158K	0.71%	31
2024 Q4	$4.14M	Sell	17,264 -189	-1%	-$47.6K	0.57%	38
2024 Q3	$4.43M	Sell	17,453 -170	-1%	-$39.5K	0.58%	39
2024 Q2	$3.66M	Buy	17,623 +80	+0.5%	+$16.7K	0.52%	47
2024 Q1	$3.63M	Buy	+17,543	New	+$3.26M	0.54%	44
2013 Q3	–	Sell	-8,779	Closed	-$223K	–	215
2013 Q2	$223K	Buy	+8,779	New	+$222K	0.12%	178

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Aviance Capital Partners's PGR Position: Q1 2026 in Review

Aviance Capital Partners increased its Progressive (PGR) stake by 4.6% in Q1 2026, buying an estimated $220K and bringing the position to 24,171 shares worth $4.79M. The position accounts for 0.56% of the portfolio, ranked #42.

Aviance Capital Partners first reported a position in PGR in Q2 2013 and has held it in 10 quarters since. The position peaked at $5.26M in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Aviance Capital Partners held 24,171 shares of Progressive worth $4.79M as of Q1 2026.
Aviance Capital Partners bought 1,068 Progressive shares in Q1 2026, an estimated $220K.
Progressive made up 0.56% of Aviance Capital Partners's portfolio in Q1 2026, its #42 holding.
Aviance Capital Partners first reported a position in Progressive in Q2 2013 and has held it in 10 quarters since.
Aviance Capital Partners's Progressive position peaked at $5.26M in Q4 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.