Cyndeo Wealth Partners’s Progressive PGR Stock Holding History

Cyndeo Wealth Partners’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	$2.88M	Sell	13,202 -2	-0%	-$403	0.14%	161
2026 Q1	$2.62M	Buy	13,204 +83	+0.6%	+$17.1K	0.14%	151
2025 Q4	$2.99M	Sell	13,121 -1,911	-13%	-$432K	0.16%	132
2025 Q3	$3.71M	Sell	15,032 -13,170	-47%	-$3.25M	0.21%	116
2025 Q2	$7.53M	Buy	28,202 +12,829	+83%	+$3.52M	0.45%	67
2025 Q1	$4.35M	Buy	15,373 +4,225	+38%	+$1.11M	0.29%	101
2024 Q4	$2.67M	Buy	11,148 +1,145	+11%	+$288K	0.18%	140
2024 Q3	$2.54M	Buy	+10,003	New	+$2.33M	0.18%	142

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cyndeo Wealth Partners's PGR Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Progressive (PGR) stake by 0.02% in Q2 2026, selling an estimated $403 and leaving 13,202 shares worth $2.88M. The position accounts for 0.14% of the portfolio, ranked #161.

Cyndeo Wealth Partners first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.53M in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Cyndeo Wealth Partners held 13,202 shares of Progressive worth $2.88M as of Q2 2026.
Cyndeo Wealth Partners sold 2 Progressive shares in Q2 2026, an estimated $403.
Progressive made up 0.14% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #161 holding.
Cyndeo Wealth Partners first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
Cyndeo Wealth Partners's Progressive position peaked at $7.53M in Q2 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.