LWM
PGR icon

Lodestone Wealth Management’s Progressive PGR Stock Holding History

Lodestone Wealth Management’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 		$3.71K Hold
17
– – ﹤0.01% 627
2026
Q1 		$3.37K Hold
17
– – ﹤0.01% 629
2025
Q4 		$3.87K Buy
+17
New +$3.84K ﹤0.01% 615

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

Lodestone Wealth Management's PGR Position: Q2 2026 in Review

Lodestone Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 17 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Lodestone Wealth Management first reported a position in PGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.87K in Q4 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Lodestone Wealth Management held 17 shares of Progressive worth $3.71K as of Q2 2026.
  • Lodestone Wealth Management left its Progressive share count unchanged in Q2 2026.
  • Progressive made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Lodestone Wealth Management first reported a position in Progressive in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Progressive position peaked at $3.87K in Q4 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.