CA
PGR icon

Centerpoint Advisors’s Progressive PGR Stock Holding History

Centerpoint Advisors’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 		$62K Hold
311
– – 0.02% 144
2025
Q4 		$71K Hold
311
– – 0.02% 145
2025
Q3 		$77K Hold
311
– – 0.02% 140
2025
Q2 		$83K Hold
311
– – 0.03% 125
2025
Q1 		$88K Sell
311
-40
-11% -$10.5K 0.03% 128
2024
Q4 		$84K Hold
351
– – 0.03% 134
2024
Q3 		$89K Sell
351
-20
-5% -$4.65K 0.03% 130
2024
Q2 		$77K Hold
371
– – 0.03% 141
2024
Q1 		$77K Hold
371
– – 0.03% 136
2023
Q4 		$59K Sell
371
-325
-47% -$50.9K 0.02% 142
2023
Q3 		$97K Hold
696
– – 0.04% 120
2023
Q2 		$92K Hold
696
– – 0.04% 127
2023
Q1 		$100K Hold
696
– – 0.04% 123
2022
Q4 		$90K Hold
696
– – 0.04% 120
2022
Q3 		$81K Hold
696
– – 0.04% 117
2022
Q2 		$81K Hold
696
– – 0.04% 121
2022
Q1 		$79K Buy
+696
New +$75.3K 0.04% 124

Other funds holding PGR

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return