Bernardo Wealth Planning’s Progressive PGR Stock Holding History

Bernardo Wealth 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 Q1	$386K	Buy	1,945 +41	+2%	+$8.46K	0.08%	84
2025 Q4	$434K	Sell	1,904 -23	-1%	-$5.19K	0.08%	80
2025 Q3	$476K	Buy	1,927 +13	+0.7%	+$3.21K	0.09%	75
2025 Q2	$511K	Buy	1,914 +17	+0.9%	+$4.66K	0.11%	72
2025 Q1	$537K	Buy	1,897 +25	+1%	+$6.54K	0.13%	64
2024 Q4	$441K	Buy	1,872 +7	+0.4%	+$1.76K	0.11%	67
2024 Q3	$469K	Buy	1,865 +1	+0.1%	+$232	0.11%	66
2024 Q2	$387K	Buy	1,864 +1	+0.1%	+$209	0.1%	68
2024 Q1	$385K	Buy	1,863 +1	+0.1%	+$186	0.11%	70
2023 Q4	$297K	Buy	1,862 +26	+1%	+$4.07K	0.09%	74
2023 Q3	$256K	Buy	1,836 +2	+0.1%	+$263	0.1%	70
2023 Q2	$243K	Buy	1,834 +2	+0.1%	+$268	0.1%	72
2023 Q1	$262K	Buy	1,832 +1	+0.1%	+$138	0.11%	72
2022 Q4	$238K	Hold	1,831	–	–	0.11%	76
2022 Q3	$224K	Buy	1,831 +3	+0.2%	+$361	0.13%	77
2022 Q2	$212K	Buy	1,828 +2	+0.1%	+$227	0.12%	78
2022 Q1	$208K	Buy	+1,826	New	+$197K	0.1%	81

Other funds holding PGR

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

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

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

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

Geode Capital Management

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

Capital World Investors

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

Bank of America

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

JP Morgan Chase

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

Massachusetts Financial Services

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