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Goldstein Advisors’s Progressive PGR Stock Holding History

Goldstein 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
Q2 		$356K Buy
1,630
+31
+2% +$6.25K 0.03% 170
2026
Q1 		$317K Buy
1,599
+340
+27% +$70.2K 0.04% 146
2025
Q4 		$287K Buy
1,259
+34
+3% +$7.68K 0.03% 153
2025
Q3 		$303K Buy
1,225
+95
+8% +$23.4K 0.04% 141
2025
Q2 		$302K Sell
1,130
-27
-2% -$7.4K 0.04% 130
2025
Q1 		$327K Buy
1,157
+56
+5% +$14.6K 0.05% 129
2024
Q4 		$264K Sell
1,101
-3
-0.3% -$755 0.04% 151
2024
Q3 		$280K Buy
+1,104
New +$257K 0.04% 134

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldstein Advisors's PGR Position: Q2 2026 in Review

Goldstein Advisors increased its Progressive (PGR) stake by 1.9% in Q2 2026, buying an estimated $6.25K and bringing the position to 1,630 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #170.

Goldstein Advisors first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Goldstein Advisors held 1,630 shares of Progressive worth $356K as of Q2 2026.
  • Goldstein Advisors bought 31 Progressive shares in Q2 2026, an estimated $6.25K.
  • Progressive made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #170 holding.
  • Goldstein Advisors first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.