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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
DAM
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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cascade Financial Partners's PGR Position: Q1 2026 in Review

Cascade Financial Partners sold out of Progressive (PGR) in Q1 2026, closing a stake of 974 shares — an estimated $222K sold.

Cascade Financial Partners first reported a position in PGR in Q1 2024 and held it in 8 quarters. The position peaked at $389K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Cascade Financial Partners reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 974 Progressive shares in Q1 2026, an estimated $222K.
  • Cascade Financial Partners first reported a position in Progressive in Q1 2024 and held it in 8 quarters.
  • Cascade Financial Partners's Progressive position peaked at $389K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.