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OneAscent Financial Services’s Progressive PGR Stock Holding History

OneAscent Financial 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
Q2 		$360K Buy
1,647
+44
+3% +$8.87K 0.02% 451
2026
Q1 		$318K Buy
+1,603
New +$331K 0.02% 445
2025
Q4 		– Sell
-2,955
Closed -$730K – 524
2025
Q3 		$730K Buy
2,955
+69
+2% +$17K 0.05% 240
2025
Q2 		$767K Sell
2,886
-3,416
-54% -$936K 0.05% 224
2025
Q1 		$1.79M Buy
6,302
+3,110
+97% +$813K 0.12% 123
2024
Q4 		$765K Buy
3,192
+857
+37% +$216K 0.07% 192
2024
Q3 		$592K Buy
+2,335
New +$543K 0.43% 56

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

OneAscent Financial Services's PGR Position: Q2 2026 in Review

OneAscent Financial Services increased its Progressive (PGR) stake by 2.7% in Q2 2026, buying an estimated $8.87K and bringing the position to 1,647 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #451.

OneAscent Financial Services first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2025. 1,817 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • OneAscent Financial Services held 1,647 shares of Progressive worth $360K as of Q2 2026.
  • OneAscent Financial Services bought 44 Progressive shares in Q2 2026, an estimated $8.87K.
  • Progressive made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #451 holding.
  • OneAscent Financial Services first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
  • OneAscent Financial Services's Progressive position peaked at $1.79M in Q1 2025.
  • 1,817 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.