FFG
PGR icon

Fiduciary Financial Group’s Progressive PGR Stock Holding History

Fiduciary Financial Group’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
2024
Q4 		– Sell
-1,499
Closed -$373K – 294
2024
Q3 		$373K Buy
1,499
+55
+4% +$12.8K 0.09% 156
2024
Q2 		$303K Buy
+1,444
New +$302K 0.07% 194

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fiduciary Financial Group's PGR Position: Q4 2024 in Review

Fiduciary Financial Group sold out of Progressive (PGR) in Q4 2024, closing a stake of 1,499 shares — an estimated $373K sold.

Fiduciary Financial Group first reported a position in PGR in Q2 2024 and held it in 2 quarters. The position peaked at $373K in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q4 2024.

  • Fiduciary Financial Group reported no remaining Progressive position as of Q4 2024 after selling out during the quarter.
  • Fiduciary Financial Group sold 1,499 Progressive shares in Q4 2024, an estimated $373K.
  • Fiduciary Financial Group first reported a position in Progressive in Q2 2024 and held it in 2 quarters.
  • Fiduciary Financial Group's Progressive position peaked at $373K in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q4 2024.

Based on Fiduciary Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.