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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
Q2 		$409K Buy
1,874
+4
+0.2% +$806 0.24% 11
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 $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

Fidato Wealth's PGR Position: Q2 2026 in Review

Fidato Wealth increased its Progressive (PGR) stake by 0.21% in Q2 2026, buying an estimated $806 and bringing the position to 1,874 shares worth $409K. The position accounts for 0.24% of the portfolio, ranked #11.

Fidato Wealth first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $464K in Q2 2025. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Fidato Wealth held 1,874 shares of Progressive worth $409K as of Q2 2026.
  • Fidato Wealth bought 4 Progressive shares in Q2 2026, an estimated $806.
  • Progressive made up 0.24% of Fidato Wealth's portfolio in Q2 2026, its #11 holding.
  • Fidato Wealth first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • Fidato Wealth's Progressive position peaked at $464K in Q2 2025.
  • 1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Fidato Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.