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Cardinal Strategic Wealth Guidance’s Progressive PGR Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q4 		– Sell
-900
Closed -$222K – 62
2025
Q3 		$222K Hold
900
– – 0.06% 50
2025
Q2 		$240K Sell
900
-50
-5% -$13.7K 0.07% 50
2025
Q1 		$269K Sell
950
-1,605
-63% -$420K 0.09% 45
2024
Q4 		$612K Buy
2,555
+1,605
+169% +$404K 0.2% 35
2024
Q3 		$241K Buy
+950
New +$221K 0.08% 50

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's PGR Position: Q4 2025 in Review

Cardinal Strategic Wealth Guidance sold out of Progressive (PGR) in Q4 2025, closing a stake of 900 shares — an estimated $222K sold.

Cardinal Strategic Wealth Guidance first reported a position in PGR in Q3 2024 and held it in 5 quarters. The position peaked at $612K in Q4 2024. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Cardinal Strategic Wealth Guidance reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 900 Progressive shares in Q4 2025, an estimated $222K.
  • Cardinal Strategic Wealth Guidance first reported a position in Progressive in Q3 2024 and held it in 5 quarters.
  • Cardinal Strategic Wealth Guidance's Progressive position peaked at $612K in Q4 2024.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q4 2025, filed 27 Jan 2026.