Magnolia Wealth Management’s Progressive PGR Stock Holding History

Magnolia 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	–	Sell	-5	Closed	-$991	–	145
2026 Q1	$991	Buy	+5	New	+$1.03K	﹤0.01%	203

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Magnolia Wealth Management sold out of Progressive (PGR) in Q2 2026, closing a stake of 5 shares — an estimated $991 sold.

Magnolia Wealth Management first reported a position in PGR in Q1 2026 and held it in 1 quarter. The position peaked at $991 in Q1 2026. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Magnolia Wealth Management reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
Magnolia Wealth Management sold 5 Progressive shares in Q2 2026, an estimated $991.
Magnolia Wealth Management first reported a position in Progressive in Q1 2026 and held it in 1 quarter.
Magnolia Wealth Management's Progressive position peaked at $991 in Q1 2026.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.