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Fidato Wealth’s Progressive PGR Stock Holding History

Fidato 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
Q1 		$371K Buy
1,870
+117
+7% +$24.1K 0.24% 12
2025
Q4 		$399K Buy
1,753
+9
+0.5% +$2.03K 0.26% 11
2025
Q3 		$431K Buy
1,744
+5
+0.3% +$1.23K 0.28% 10
2025
Q2 		$464K Buy
+1,739
New +$477K 0.33% 10

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidato Wealth's PGR Position: Q1 2026 in Review

Fidato Wealth increased its Progressive (PGR) stake by 6.7% in Q1 2026, buying an estimated $24.1K and bringing the position to 1,870 shares worth $371K. The position accounts for 0.24% of the portfolio, ranked #12.

Fidato Wealth first reported a position in PGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $464K in Q2 2025. 1,763 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Fidato Wealth held 1,870 shares of Progressive worth $371K as of Q1 2026.
  • Fidato Wealth bought 117 Progressive shares in Q1 2026, an estimated $24.1K.
  • Progressive made up 0.24% of Fidato Wealth's portfolio in Q1 2026, its #12 holding.
  • Fidato Wealth first reported a position in Progressive in Q2 2025 and has held it in 4 quarters since.
  • Fidato Wealth's Progressive position peaked at $464K in Q2 2025.
  • 1,763 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Fidato Wealth's 13F filing for Q1 2026, filed 7 May 2026.