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High Note Wealth’s Progressive PGR Stock Holding History

High Note Wealth’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 		$74.5K Buy
376
+14
+4% +$2.89K 0.01% 171
2025
Q4 		$82.4K Buy
362
+13
+4% +$2.94K 0.02% 158
2025
Q3 		$86.2K Buy
349
+2
+0.6% +$493 0.02% 149
2025
Q2 		$92.6K Hold
347
– – 0.02% 141
2025
Q1 		$98.2K Sell
347
-1
-0.3% -$262 0.02% 125
2024
Q4 		$83.4K Buy
+348
New +$87.6K 0.02% 140

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

High Note Wealth's PGR Position: Q1 2026 in Review

High Note Wealth increased its Progressive (PGR) stake by 3.9% in Q1 2026, buying an estimated $2.89K and bringing the position to 376 shares worth $74.5K. The position accounts for 0.01% of the portfolio, ranked #171.

High Note Wealth first reported a position in PGR in Q4 2024 and has held it in 6 quarters since. The position peaked at $98.2K in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • High Note Wealth held 376 shares of Progressive worth $74.5K as of Q1 2026.
  • High Note Wealth bought 14 Progressive shares in Q1 2026, an estimated $2.89K.
  • Progressive made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #171 holding.
  • High Note Wealth first reported a position in Progressive in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Progressive position peaked at $98.2K in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.