Kapstone Financial Advisors’s Progressive PGR Stock Holding History

Kapstone Financial 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 Q1	$300K	Hold	1,515	–	–	0.15%	96
2025 Q4	$345K	Sell	1,515 -117	-7%	-$26.4K	0.17%	72
2025 Q3	$403K	Sell	1,632 -406	-20%	-$100K	0.19%	63
2025 Q2	$544K	Buy	2,038 +488	+31%	+$134K	0.27%	54
2025 Q1	$439K	Hold	1,550	–	–	0.25%	64
2024 Q4	$382K	Buy	1,550 +80	+5%	+$20.1K	0.2%	68
2024 Q3	$369K	Hold	1,470	–	–	0.22%	68
2024 Q2	$305K	Hold	1,470	–	–	0.2%	77
2024 Q1	$304K	Hold	1,470	–	–	0.21%	83
2023 Q4	$262K	Hold	1,470	–	–	0.21%	87
2023 Q3	$205K	Buy	+1,470	New	+$193K	0.18%	87
2023 Q2	–	Sell	-1,470	Closed	-$203K	–	103
2023 Q1	$203K	Buy	+1,470	New	+$203K	0.18%	88

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kapstone Financial Advisors's PGR Position: Q1 2026 in Review

Kapstone Financial Advisors held its Progressive (PGR) position steady in Q1 2026 at 1,515 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #96.

Kapstone Financial Advisors first reported a position in PGR in Q1 2023 and has held it in 12 quarters since. The position peaked at $544K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Kapstone Financial Advisors held 1,515 shares of Progressive worth $300K as of Q1 2026.
Kapstone Financial Advisors left its Progressive share count unchanged in Q1 2026.
Progressive made up 0.15% of Kapstone Financial Advisors's portfolio in Q1 2026, its #96 holding.
Kapstone Financial Advisors first reported a position in Progressive in Q1 2023 and has held it in 12 quarters since.
Kapstone Financial Advisors's Progressive position peaked at $544K in Q2 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.