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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
Q2 		$331K Hold
1,515
– – 0.14% 108
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
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

Kapstone Financial Advisors's PGR Position: Q2 2026 in Review

Kapstone Financial Advisors held its Progressive (PGR) position steady in Q2 2026 at 1,515 shares worth $331K. The position accounts for 0.14% of the portfolio, ranked #108.

Kapstone Financial Advisors first reported a position in PGR in Q1 2023 and has held it in 13 quarters since. The position peaked at $544K in Q2 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Kapstone Financial Advisors held 1,515 shares of Progressive worth $331K as of Q2 2026.
  • Kapstone Financial Advisors left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.14% of Kapstone Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Kapstone Financial Advisors first reported a position in Progressive in Q1 2023 and has held it in 13 quarters since.
  • Kapstone Financial Advisors's Progressive position peaked at $544K in Q2 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.