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Intelligent Financial Strategies’s Progressive PGR Stock Holding History

Intelligent Financial Strategies’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 		– Sell
-27
Closed -$6.15K – 68
2025
Q4 		$6.15K Hold
27
– – ﹤0.01% 72
2025
Q3 		$6.67K Sell
27
-185
-87% -$45.6K ﹤0.01% 73
2025
Q2 		$56.6K Hold
212
– – 0.03% 55
2025
Q1 		$60K Hold
212
– – 0.03% 54
2024
Q4 		$50.8K Hold
212
– – 0.03% 56
2024
Q3 		$53.8K Hold
212
– – 0.03% 56
2024
Q2 		$44K Hold
212
– – 0.03% 58
2024
Q1 		$43.8K Buy
+212
New +$39.3K 0.03% 64

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Intelligent Financial Strategies's PGR Position: Q1 2026 in Review

Intelligent Financial Strategies sold out of Progressive (PGR) in Q1 2026, closing a stake of 27 shares — an estimated $6.15K sold.

Intelligent Financial Strategies first reported a position in PGR in Q1 2024 and held it in 8 quarters. The position peaked at $60K in Q1 2025. 1,777 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Intelligent Financial Strategies reported no remaining Progressive position as of Q1 2026 after selling out during the quarter.
  • Intelligent Financial Strategies sold 27 Progressive shares in Q1 2026, an estimated $6.15K.
  • Intelligent Financial Strategies first reported a position in Progressive in Q1 2024 and held it in 8 quarters.
  • Intelligent Financial Strategies's Progressive position peaked at $60K in Q1 2025.
  • 1,777 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.