Foundations Investment Advisors’s Progressive PGR Stock Holding History

Foundations Investment Advisors’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	-940	Closed	-$214K	–	1225
2025 Q4	$214K	Sell	940 -452	-32%	-$102K	﹤0.01%	1036
2025 Q3	$344K	Buy	1,392 +109	+8%	+$26.9K	0.01%	786
2025 Q2	$342K	Sell	1,283 -46	-3%	-$12.6K	0.01%	700
2025 Q1	$376K	Sell	1,329 -1,413	-52%	-$370K	0.01%	650
2024 Q4	$657K	Buy	2,742 +1,905	+228%	+$480K	0.01%	480
2024 Q3	$212K	Buy	+837	New	+$195K	﹤0.01%	756
2024 Q2	–	Sell	-1,780	Closed	-$368K	–	787
2024 Q1	$368K	Buy	+1,780	New	+$330K	0.01%	531

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

Foundations Investment Advisors's PGR Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Progressive (PGR) in Q1 2026, closing a stake of 940 shares — an estimated $214K sold.

Foundations Investment Advisors first reported a position in PGR in Q1 2024 and held it in 7 quarters. The position peaked at $657K in Q4 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Foundations Investment Advisors reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 940 Progressive shares in Q1 2026, an estimated $214K.
Foundations Investment Advisors first reported a position in Progressive in Q1 2024 and held it in 7 quarters.
Foundations Investment Advisors's Progressive position peaked at $657K in Q4 2024.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.