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Consolidated Planning Corp’s Progressive PGR Stock Holding History

Consolidated Planning Corp’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
2025
Q3 		– Sell
-14,766
Closed -$3.94M – 213
2025
Q2 		$3.94M Buy
14,766
+429
+3% +$118K 0.49% 71
2025
Q1 		$4.06M Buy
14,337
+1,032
+8% +$270K 0.56% 66
2024
Q4 		$3.19M Buy
13,305
+459
+4% +$116K 0.43% 68
2024
Q3 		$3.26M Buy
+12,846
New +$2.99M 0.48% 66
2021
Q4 		– Sell
-1
Closed – – 343
2021
Q3 		$0 Buy
+1
New +$95 ﹤0.01% 480

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Consolidated Planning Corp's PGR Position: Q3 2025 in Review

Consolidated Planning Corp sold out of Progressive (PGR) in Q3 2025, closing a stake of 14,766 shares — an estimated $3.94M sold.

Consolidated Planning Corp first reported a position in PGR in Q3 2021 and held it in 5 quarters. The position peaked at $4.06M in Q1 2025. 1,801 funds tracked by Wall St. Rank hold PGR as of Q3 2025.

  • Consolidated Planning Corp reported no remaining Progressive position as of Q3 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 14,766 Progressive shares in Q3 2025, an estimated $3.94M.
  • Consolidated Planning Corp first reported a position in Progressive in Q3 2021 and held it in 5 quarters.
  • Consolidated Planning Corp's Progressive position peaked at $4.06M in Q1 2025.
  • 1,801 funds tracked by Wall St. Rank held Progressive as of Q3 2025.

Based on Consolidated Planning Corp's 13F filing for Q3 2025, filed 27 Oct 2025.