Community Financial Services Group’s Progressive PGR Stock Holding History

Community Financial Services 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 Q2	$72.1K	Sell	320 -140	-30%	-$28.2K	0.01%	201
2026 Q1	$88.9K	Buy	+460	New	+$94.9K	0.02%	152
2025 Q3	–	Sell	-890	Closed	-$238K	–	101
2025 Q2	$238K	Hold	890	–	–	0.05%	90
2025 Q1	$252K	Sell	890 -14,456	-94%	-$3.78M	0.05%	91
2024 Q4	$3.68M	Buy	15,346 +343	+2%	+$86.3K	0.73%	46
2024 Q3	$3.81M	Sell	15,003 -6	-0%	-$1.4K	0.78%	43
2024 Q2	$3.12M	Buy	15,009 +609	+4%	+$127K	0.67%	48
2024 Q1	$2.98M	Buy	+14,400	New	+$2.67M	0.68%	48
2023 Q3	$339K	Buy	+2,431	New	+$320K	0.09%	106

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Community Financial Services Group's PGR Position: Q2 2026 in Review

Community Financial Services Group reduced its Progressive (PGR) stake by 30% in Q2 2026, selling an estimated $28.2K and leaving 320 shares worth $72.1K. The position accounts for 0.01% of the portfolio, ranked #201.

Community Financial Services Group first reported a position in PGR in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.81M in Q3 2024. 316 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Community Financial Services Group held 320 shares of Progressive worth $72.1K as of Q2 2026.
Community Financial Services Group sold 140 Progressive shares in Q2 2026, an estimated $28.2K.
Progressive made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #201 holding.
Community Financial Services Group first reported a position in Progressive in Q3 2023 and has held it in 9 quarters since.
Community Financial Services Group's Progressive position peaked at $3.81M in Q3 2024.
316 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.