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Juncture Wealth Strategies’s Progressive PGR Stock Holding History

Juncture Wealth 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
Q2 		$311K Hold
1,425
– – 0.08% 147
2026
Q1 		$282K Sell
1,425
-1
-0.1% -$206 0.09% 112
2025
Q4 		$325K Sell
1,426
-2
-0.1% -$452 0.11% 96
2025
Q3 		$353K Sell
1,428
-1
-0.1% -$247 0.12% 92
2025
Q2 		$381K Hold
1,429
– – 0.14% 86
2025
Q1 		$404K Sell
1,429
-214
-13% -$56K 0.16% 85
2024
Q4 		$394K Buy
1,643
+6
+0.4% +$1.51K 0.15% 86
2024
Q3 		$415K Sell
1,637
-53
-3% -$12.3K 0.16% 81
2024
Q2 		$351K Hold
1,690
– – 0.15% 78
2024
Q1 		$350K Sell
1,690
-71
-4% -$13.2K 0.15% 83
2023
Q4 		$280K Sell
1,761
-76
-4% -$11.9K 0.13% 92
2023
Q3 		$256K Hold
1,837
– – 0.13% 105
2023
Q2 		$243K Sell
1,837
-140
-7% -$18.8K 0.11% 108
2023
Q1 		$283K Sell
1,977
-85
-4% -$11.7K 0.14% 98
2022
Q4 		$267K Buy
+2,062
New +$261K 0.13% 95

Other funds holding PGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Juncture Wealth Strategies's PGR Position: Q2 2026 in Review

Juncture Wealth Strategies held its Progressive (PGR) position steady in Q2 2026 at 1,425 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #147.

Juncture Wealth Strategies first reported a position in PGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $415K in Q3 2024. 273 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Juncture Wealth Strategies held 1,425 shares of Progressive worth $311K as of Q2 2026.
  • Juncture Wealth Strategies left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.08% of Juncture Wealth Strategies's portfolio in Q2 2026, its #147 holding.
  • Juncture Wealth Strategies first reported a position in Progressive in Q4 2022 and has held it in 15 quarters since.
  • Juncture Wealth Strategies's Progressive position peaked at $415K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.