Clean Yield Group’s Progressive PGR Stock Holding History

Clean Yield Group’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	$12.9K	Sell	65 -7	-10%	-$1.45K	﹤0.01%	291
2025 Q4	$16.4K	Hold	72	–	–	﹤0.01%	295
2025 Q3	$17.8K	Hold	72	–	–	0.01%	293
2025 Q2	$19.2K	Hold	72	–	–	0.01%	274
2025 Q1	$20.4K	Hold	72	–	–	0.01%	282
2024 Q4	$17.3K	Hold	72	–	–	0.01%	302
2024 Q3	$18.3K	Buy	72 +14	+24%	+$3.25K	0.01%	296
2024 Q2	$12K	Hold	58	–	–	﹤0.01%	304
2024 Q1	$12K	Hold	58	–	–	﹤0.01%	314
2023 Q4	$9.24K	Hold	58	–	–	﹤0.01%	315
2023 Q3	$8.34K	Hold	58	–	–	﹤0.01%	321
2023 Q2	$7.68K	Hold	58	–	–	﹤0.01%	341
2023 Q1	$8.3K	Hold	58	–	–	﹤0.01%	342
2022 Q4	$7.52K	Hold	58	–	–	﹤0.01%	358
2022 Q3	$7K	Hold	58	–	–	﹤0.01%	346
2022 Q2	$7K	Hold	58	–	–	﹤0.01%	360
2022 Q1	$7K	Hold	58	–	–	﹤0.01%	384
2021 Q4	$6K	Hold	58	–	–	﹤0.01%	405
2021 Q3	$5K	Buy	+58	New	+$5.53K	﹤0.01%	429

Other funds holding PGR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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