BOK Financial Private Wealth’s Progressive PGR Stock Holding History

BOK Financial Private Wealth’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	$67.7K	Buy	310 +5	+2%	+$1.01K	﹤0.01%	256
2026 Q1	$60.5K	Buy	305 +5	+2%	+$1.03K	﹤0.01%	252
2025 Q4	$68.3K	Hold	300	–	–	﹤0.01%	257
2025 Q3	$74.1K	Hold	300	–	–	﹤0.01%	227
2025 Q2	$80.1K	Sell	300 -110	-27%	-$30.2K	0.01%	222
2025 Q1	$116K	Buy	410 +100	+32%	+$26.2K	0.01%	201
2024 Q4	$74.3K	Buy	310 +10	+3%	+$2.52K	0.01%	231
2024 Q3	$76.1K	Hold	300	–	–	0.01%	228
2024 Q2	$62.3K	Hold	300	–	–	﹤0.01%	236
2024 Q1	$62K	Hold	300	–	–	﹤0.01%	239
2023 Q4	$47.8K	Buy	+300	New	+$47K	﹤0.01%	247
2023 Q2	–	Sell	-18	Closed	-$2.58K	–	429
2023 Q1	$2.58K	Buy	+18	New	+$2.48K	﹤0.01%	405
2022 Q2	–	Sell	-3,296	Closed	-$376K	–	433
2022 Q1	$376K	Buy	3,296 +759	+30%	+$82.1K	0.03%	197
2021 Q4	$260K	Buy	+2,537	New	+$242K	0.02%	249

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

BOK Financial Private Wealth's PGR Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Progressive (PGR) stake by 1.6% in Q2 2026, buying an estimated $1.01K and bringing the position to 310 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

BOK Financial Private Wealth first reported a position in PGR in Q4 2021 and has held it in 14 quarters since. The position peaked at $376K in Q1 2022. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

BOK Financial Private Wealth held 310 shares of Progressive worth $67.7K as of Q2 2026.
BOK Financial Private Wealth bought 5 Progressive shares in Q2 2026, an estimated $1.01K.
Progressive made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #256 holding.
BOK Financial Private Wealth first reported a position in Progressive in Q4 2021 and has held it in 14 quarters since.
BOK Financial Private Wealth's Progressive position peaked at $376K in Q1 2022.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.