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Kestra Private Wealth Services’s Progressive PGR Stock Holding History

Kestra Private Wealth Services’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 		$3.21M Sell
14,713
-278
-2% -$56K 0.04% 453
2026
Q1 		$2.97M Sell
14,991
-1,363
-8% -$281K 0.04% 445
2025
Q4 		$3.72M Buy
16,354
+687
+4% +$155K 0.05% 374
2025
Q3 		$3.87M Sell
15,667
-7,364
-32% -$1.82M 0.05% 361
2025
Q2 		$6.15M Buy
23,031
+7,073
+44% +$1.94M 0.09% 247
2025
Q1 		$4.52M Buy
15,958
+353
+2% +$92.3K 0.08% 266
2024
Q4 		$3.74M Buy
15,605
+5,171
+50% +$1.3M 0.06% 299
2024
Q3 		$2.65M Sell
10,434
-912
-8% -$212K 0.05% 354
2024
Q2 		$2.36M Buy
11,346
+4,076
+56% +$853K 0.05% 355
2024
Q1 		$1.5M Sell
7,270
-385
-5% -$71.4K 0.03% 450
2023
Q4 		$1.22M Buy
7,655
+385
+5% +$60.3K 0.03% 471
2023
Q3 		$1.01M Buy
7,270
+1,016
+16% +$134K 0.03% 463
2023
Q2 		$828K Buy
6,254
+414
+7% +$55.5K 0.03% 488
2023
Q1 		$835K Buy
5,840
+839
+17% +$116K 0.03% 460
2022
Q4 		$649K Sell
5,001
-428
-8% -$54.2K 0.03% 460
2022
Q3 		$631K Buy
5,429
+1,248
+30% +$150K 0.04% 434
2022
Q2 		$486K Sell
4,181
-1,056
-20% -$120K 0.03% 515
2022
Q1 		$597K Sell
5,237
-372
-7% -$40.2K 0.03% 516
2021
Q4 		$576K Buy
+5,609
New +$535K 0.03% 544
2021
Q3 		– Sell
-2,106
Closed -$207K – 957
2021
Q2 		$207K Sell
2,106
-121
-5% -$12K 0.01% 802
2021
Q1 		$213K Buy
+2,227
New +$202K 0.01% 717

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's PGR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Progressive (PGR) stake by 1.9% in Q2 2026, selling an estimated $56K and leaving 14,713 shares worth $3.21M. The position accounts for 0.04% of the portfolio, ranked #453.

Kestra Private Wealth Services first reported a position in PGR in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.15M in Q2 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Kestra Private Wealth Services held 14,713 shares of Progressive worth $3.21M as of Q2 2026.
  • Kestra Private Wealth Services sold 278 Progressive shares in Q2 2026, an estimated $56K.
  • Progressive made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #453 holding.
  • Kestra Private Wealth Services first reported a position in Progressive in Q1 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's Progressive position peaked at $6.15M in Q2 2025.
  • 1,829 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.