First Affirmative Financial Network’s Progressive PGR Stock Holding History

First Affirmative Financial Network’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	$499K	Buy	+2,515	New	+$519K	0.19%	130
2025 Q3	$570K	Sell	2,307 -87	-4%	-$21.4K	0.27%	93
2025 Q2	$639K	Buy	2,394 +129	+6%	+$35.4K	0.33%	73
2025 Q1	$641K	Sell	2,265 -208	-8%	-$54.4K	0.39%	68
2024 Q4	$593K	Buy	2,473 +231	+10%	+$58.2K	0.34%	72
2024 Q3	$569K	Buy	2,242 +281	+14%	+$65.3K	0.31%	84
2024 Q2	$407K	Buy	1,961 +26	+1%	+$5.44K	0.28%	109
2024 Q1	$400K	Buy	1,935 +81	+4%	+$15K	0.29%	104
2023 Q4	$295K	Buy	+1,854	New	+$290K	0.24%	144

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Affirmative Financial Network's PGR Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Progressive (PGR) in Q1 2026: 2,515 shares worth $499K. The stake represents 0.19% of the portfolio and ranks #130 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in PGR as recently as Q3 2025.

First Affirmative Financial Network first reported a position in PGR in Q4 2023 and has held it in 9 quarters since. The position peaked at $641K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

First Affirmative Financial Network held 2,515 shares of Progressive worth $499K as of Q1 2026.
Progressive was a new First Affirmative Financial Network position in Q1 2026.
Progressive made up 0.19% of First Affirmative Financial Network's portfolio in Q1 2026, its #130 holding.
First Affirmative Financial Network first reported a position in Progressive in Q4 2023 and has held it in 9 quarters since.
First Affirmative Financial Network's Progressive position peaked at $641K in Q1 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.