Golden State Wealth Management’s Progressive PGR Stock Holding History

Golden State Wealth Management’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	$121K	Buy	552 +82	+17%	+$16.5K	0.01%	525
2026 Q1	$93.3K	Buy	470 +29	+7%	+$5.99K	0.01%	536
2025 Q4	$101K	Hold	441	–	–	0.01%	516
2025 Q3	$109K	Sell	441 -56	-11%	-$13.8K	0.01%	486
2025 Q2	$133K	Hold	497	–	–	0.02%	424
2025 Q1	$141K	Buy	497 +1	+0.2%	+$262	0.02%	381
2024 Q4	$119K	Buy	+496	New	+$125K	0.02%	398
2019 Q4	–	Sell	-690	Closed	-$53K	–	682
2019 Q3	$53K	Buy	+690	New	+$54.3K	0.02%	415

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Golden State Wealth Management's PGR Position: Q2 2026 in Review

Golden State Wealth Management increased its Progressive (PGR) stake by 17% in Q2 2026, buying an estimated $16.5K and bringing the position to 552 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #525.

Golden State Wealth Management first reported a position in PGR in Q3 2019 and has held it in 8 quarters since. The position peaked at $141K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Golden State Wealth Management held 552 shares of Progressive worth $121K as of Q2 2026.
Golden State Wealth Management bought 82 Progressive shares in Q2 2026, an estimated $16.5K.
Progressive made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #525 holding.
Golden State Wealth Management first reported a position in Progressive in Q3 2019 and has held it in 8 quarters since.
Golden State Wealth Management's Progressive position peaked at $141K in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.