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Fiduciary Alliance’s Progressive PGR Stock Holding History

Fiduciary Alliance’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 		– Sell
-1,613
Closed -$367K – 565
2025
Q4 		$367K Sell
1,613
-77
-5% -$17.4K 0.02% 385
2025
Q3 		$417K Sell
1,690
-412
-20% -$102K 0.03% 369
2025
Q2 		$561K Buy
2,102
+11
+0.5% +$3.02K 0.04% 312
2025
Q1 		$592K Buy
+2,091
New +$547K 0.06% 230
2023
Q3 		– Sell
-242
Closed -$32K – 711
2023
Q2 		$32K Buy
+242
New +$32.4K 0.01% 375
2023
Q1 		– Sell
-31
Closed -$4.02K – 651
2022
Q4 		$4.02K Buy
+31
New +$3.93K ﹤0.01% 583

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.88T 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiduciary Alliance's PGR Position: Q1 2026 in Review

Fiduciary Alliance sold out of Progressive (PGR) in Q1 2026, closing a stake of 1,613 shares — an estimated $367K sold.

Fiduciary Alliance first reported a position in PGR in Q4 2022 and held it in 6 quarters. The position peaked at $592K in Q1 2025. 1,771 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Fiduciary Alliance reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 1,613 Progressive shares in Q1 2026, an estimated $367K.
  • Fiduciary Alliance first reported a position in Progressive in Q4 2022 and held it in 6 quarters.
  • Fiduciary Alliance's Progressive position peaked at $592K in Q1 2025.
  • 1,771 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.