OWM
PGR icon

OneAscent Wealth Management’s Progressive PGR Stock Holding History

OneAscent 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
2025
Q4 		– Sell
-1,817
Closed -$449K – 182
2025
Q3 		$449K Sell
1,817
-10
-0.5% -$2.46K 0.15% 76
2025
Q2 		$488K Buy
1,827
+132
+8% +$36.2K 0.18% 64
2025
Q1 		$480K Sell
1,695
-4
-0.2% -$1.05K 0.21% 52
2024
Q4 		$407K Sell
1,699
-14
-0.8% -$3.52K 0.17% 73
2024
Q3 		$435K Buy
+1,713
New +$398K 0.17% 84

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

OneAscent Wealth Management's PGR Position: Q4 2025 in Review

OneAscent Wealth Management sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,817 shares — an estimated $449K sold.

OneAscent Wealth Management first reported a position in PGR in Q3 2024 and held it in 5 quarters. The position peaked at $488K in Q2 2025. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • OneAscent Wealth Management reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,817 Progressive shares in Q4 2025, an estimated $449K.
  • OneAscent Wealth Management first reported a position in Progressive in Q3 2024 and held it in 5 quarters.
  • OneAscent Wealth Management's Progressive position peaked at $488K in Q2 2025.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on OneAscent Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.