Golden State Equity Partners’s Progressive PGR Stock Holding History

Golden State Equity Partners’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	–	Sell	-358	Closed	-$71K	–	1337
2026 Q1	$71K	Sell	358 -3,107	-90%	-$641K	0.01%	808
2025 Q4	$789K	Sell	3,465 -1,881	-35%	-$425K	0.13%	183
2025 Q3	$1.32M	Buy	+5,346	New	+$1.32M	0.22%	108
2024 Q4	–	Sell	-295	Closed	-$74.8K	–	743
2024 Q3	$74.8K	Buy	+295	New	+$68.6K	0.04%	320
2023 Q2	–	Sell	-2,687	Closed	-$384K	–	395
2023 Q1	$384K	Buy	+2,687	New	+$370K	0.21%	121
2022 Q1	$329K	Sell	2,883 -5	-0.2%	-$541	0.17%	144
2021 Q4	$296K	Buy	+2,888	New	+$276K	0.15%	130

Other funds holding PGR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

MCI

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

VCAM

Van Cleef Asset Management Beachwood, Ohio $981M AUM 15.07% 1-Year Est. Return

Golden State Equity Partners's PGR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Progressive (PGR) in Q2 2026, closing a stake of 358 shares — an estimated $71K sold.

Golden State Equity Partners first reported a position in PGR in Q4 2021 and held it in 7 quarters. The position peaked at $1.32M in Q3 2025. 879 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Golden State Equity Partners reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 358 Progressive shares in Q2 2026, an estimated $71K.
Golden State Equity Partners first reported a position in Progressive in Q4 2021 and held it in 7 quarters.
Golden State Equity Partners's Progressive position peaked at $1.32M in Q3 2025.
879 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.