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Cascade Financial Partners’s Progressive PGR Stock Holding History

Cascade Financial 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
Q2 		$217K Buy
+995
New +$201K 0.02% 263
2026
Q1 		– Sell
-974
Closed -$222K – 279
2025
Q4 		$222K Hold
974
– – 0.02% 245
2025
Q3 		$241K Hold
974
– – 0.03% 233
2025
Q2 		$260K Sell
974
-400
-29% -$110K 0.03% 223
2025
Q1 		$389K Sell
1,374
-28
-2% -$7.32K 0.05% 174
2024
Q4 		$336K Sell
1,402
-72
-5% -$18.1K 0.04% 178
2024
Q3 		$366K Hold
1,474
– – 0.05% 171
2024
Q2 		$306K Sell
1,474
-225
-13% -$47.1K 0.04% 175
2024
Q1 		$346K Buy
+1,699
New +$315K 0.05% 168

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cascade Financial Partners's PGR Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in Progressive (PGR) in Q2 2026: 995 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #263 among its holdings. This is a return to the name: Cascade Financial Partners previously reported a position in PGR as recently as Q4 2025.

Cascade Financial Partners first reported a position in PGR in Q1 2024 and has held it in 9 quarters since. The position peaked at $389K in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Cascade Financial Partners held 995 shares of Progressive worth $217K as of Q2 2026.
  • Progressive was a new Cascade Financial Partners position in Q2 2026.
  • Progressive made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #263 holding.
  • Cascade Financial Partners first reported a position in Progressive in Q1 2024 and has held it in 9 quarters since.
  • Cascade Financial Partners's Progressive position peaked at $389K in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.