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Evolve Private Wealth’s Progressive PGR Stock Holding History

Evolve Private Wealth’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
-2,848
Closed -$565K – 1184
2026
Q1 		$565K Sell
2,848
-720
-20% -$149K 0.03% 525
2025
Q4 		$813K Buy
+3,568
New +$806K 0.05% 360

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Evolve Private Wealth's PGR Position: Q2 2026 in Review

Evolve Private Wealth sold out of Progressive (PGR) in Q2 2026, closing a stake of 2,848 shares — an estimated $565K sold.

Evolve Private Wealth first reported a position in PGR in Q4 2025 and held it in 2 quarters. The position peaked at $813K in Q4 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Evolve Private Wealth reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 2,848 Progressive shares in Q2 2026, an estimated $565K.
  • Evolve Private Wealth first reported a position in Progressive in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Progressive position peaked at $813K in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.