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Mark Sheptoff Financial Planning’s Progressive PGR Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q2 		– Sell
-4
Closed -$1.13K – 526
2025
Q1 		$1.13K Buy
+4
New +$1.05K ﹤0.01% 418

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mark Sheptoff Financial Planning's PGR Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Progressive (PGR) in Q2 2025, closing a stake of 4 shares — an estimated $1.13K sold.

Mark Sheptoff Financial Planning first reported a position in PGR in Q1 2025 and held it in 1 quarter. The position peaked at $1.13K in Q1 2025. 1,904 funds tracked by Wall St. Rank hold PGR as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining Progressive position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4 Progressive shares in Q2 2025, an estimated $1.13K.
  • Mark Sheptoff Financial Planning first reported a position in Progressive in Q1 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Progressive position peaked at $1.13K in Q1 2025.
  • 1,904 funds tracked by Wall St. Rank held Progressive as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.