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Guardian Wealth Advisors (North Carolina)’s Progressive PGR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.09M Sell
14,148
-194
-1% -$39.1K 0.17% 82
2026
Q1 		$2.84M Buy
14,342
+324
+2% +$66.9K 0.18% 83
2025
Q4 		$3.19M Buy
14,018
+951
+7% +$215K 0.2% 75
2025
Q3 		$3.23M Buy
13,067
+693
+6% +$171K 0.21% 70
2025
Q2 		$3.3M Buy
12,374
+131
+1% +$35.9K 0.23% 66
2025
Q1 		$3.46M Buy
12,243
+113
+0.9% +$29.6K 0.28% 57
2024
Q4 		$2.91M Buy
12,130
+1,369
+13% +$345K 0.23% 64
2024
Q3 		$2.73M Sell
10,761
-293
-3% -$68.1K 0.29% 49
2024
Q2 		$2.3M Buy
11,054
+24
+0.2% +$5.02K 0.27% 52
2024
Q1 		$2.28M Buy
11,030
+17
+0.2% +$3.15K 0.28% 52
2023
Q4 		$1.75M Buy
11,013
+559
+5% +$87.5K 0.27% 57
2023
Q3 		$1.46M Buy
10,454
+1,322
+14% +$174K 0.25% 62
2023
Q2 		$1.21M Buy
9,132
+1,322
+17% +$177K 0.21% 66
2023
Q1 		$1.12M Buy
+7,810
New +$1.08M 0.2% 67

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

Guardian Wealth Advisors (North Carolina)'s PGR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Progressive (PGR) stake by 1.4% in Q2 2026, selling an estimated $39.1K and leaving 14,148 shares worth $3.09M. The position accounts for 0.17% of the portfolio, ranked #82.

Guardian Wealth Advisors (North Carolina) first reported a position in PGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.46M in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 14,148 shares of Progressive worth $3.09M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 194 Progressive shares in Q2 2026, an estimated $39.1K.
  • Progressive made up 0.17% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #82 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Progressive in Q1 2023 and has held it in 14 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Progressive position peaked at $3.46M in Q1 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.