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Cornerstone Wealth Management’s Progressive PGR Stock Holding History

Cornerstone Wealth Management’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
Q3 		– Sell
-917
Closed -$200K – 773
2026
Q2 		$200K Buy
+917
New +$185K 0.01% 721
2026
Q1 		– Sell
-946
Closed -$215K – 731
2025
Q4 		$215K Buy
946
+124
+15% +$28K 0.01% 641
2025
Q3 		$203K Sell
822
-8
-1% -$1.97K 0.01% 649
2025
Q2 		$222K Hold
830
– – 0.01% 590
2025
Q1 		$235K Sell
830
-21
-2% -$5.49K 0.02% 534
2024
Q4 		$204K Sell
851
-27
-3% -$6.8K 0.01% 559
2024
Q3 		$223K Buy
+878
New +$204K 0.02% 525

Other funds holding PGR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Cornerstone Wealth Management's PGR Position: Q3 2026 in Review

Cornerstone Wealth Management sold out of Progressive (PGR) in Q3 2026, closing a stake of 917 shares — an estimated $200K sold.

Cornerstone Wealth Management first reported a position in PGR in Q3 2024 and held it in 7 quarters. The position peaked at $235K in Q1 2025. 1,134 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Cornerstone Wealth Management reported no remaining Progressive position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Wealth Management sold 917 Progressive shares in Q3 2026, an estimated $200K.
  • Cornerstone Wealth Management first reported a position in Progressive in Q3 2024 and held it in 7 quarters.
  • Cornerstone Wealth Management's Progressive position peaked at $235K in Q1 2025.
  • 1,134 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.