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Legacy Financial Group (Oklahoma)’s Progressive PGR Stock Holding History

Legacy Financial Group (Oklahoma)’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 		$694K Hold
3,176
– – 0.16% 48
2026
Q1 		$630K Hold
3,176
– – 0.17% 48
2025
Q4 		$723K Sell
3,176
-107
-3% -$24.2K 0.19% 43
2025
Q3 		$811K Buy
3,283
+1
+0% +$247 0.22% 41
2025
Q2 		$876K Buy
+3,282
New +$900K 0.26% 39

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

Legacy Financial Group (Oklahoma)'s PGR Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) held its Progressive (PGR) position steady in Q2 2026 at 3,176 shares worth $694K. The position accounts for 0.16% of the portfolio, ranked #48.

Legacy Financial Group (Oklahoma) first reported a position in PGR in Q2 2025 and has held it in 5 quarters since. The position peaked at $876K in Q2 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 3,176 shares of Progressive worth $694K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.16% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #48 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Progressive in Q2 2025 and has held it in 5 quarters since.
  • Legacy Financial Group (Oklahoma)'s Progressive position peaked at $876K in Q2 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.