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Elevation Advisory Partners’s Progressive PGR Stock Holding History

Elevation Advisory 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 		– Sell
-1,015
Closed -$211K – 78
2026
Q1 		$211K Buy
+1,015
New +$209K 0.2% 90

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elevation Advisory Partners's PGR Position: Q2 2026 in Review

Elevation Advisory Partners sold out of Progressive (PGR) in Q2 2026, closing a stake of 1,015 shares — an estimated $211K sold.

Elevation Advisory Partners first reported a position in PGR in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 1,811 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Elevation Advisory Partners reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Elevation Advisory Partners sold 1,015 Progressive shares in Q2 2026, an estimated $211K.
  • Elevation Advisory Partners first reported a position in Progressive in Q1 2026 and held it in 1 quarter.
  • Elevation Advisory Partners's Progressive position peaked at $211K in Q1 2026.
  • 1,811 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Elevation Advisory Partners's 13F filing for Q2 2026, filed 13 Aug 2026.