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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kestra Private Wealth Services's PGR Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Progressive (PGR) stake by 8.3% in Q1 2026, selling an estimated $281K and leaving 14,991 shares worth $2.97M. The position accounts for 0.04% of the portfolio, ranked #445.

Kestra Private Wealth Services first reported a position in PGR in Q1 2021 and has held it in 20 quarters since. The position peaked at $6.15M in Q2 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Kestra Private Wealth Services held 14,991 shares of Progressive worth $2.97M as of Q1 2026.
  • Kestra Private Wealth Services sold 1,363 Progressive shares in Q1 2026, an estimated $281K.
  • Progressive made up 0.04% of Kestra Private Wealth Services's portfolio in Q1 2026, its #445 holding.
  • Kestra Private Wealth Services first reported a position in Progressive in Q1 2021 and has held it in 20 quarters since.
  • Kestra Private Wealth Services's Progressive position peaked at $6.15M in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.