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Oregon Pacific Wealth Management’s Progressive PGR Stock Holding History

Oregon Pacific 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
-839
Closed -$207K – 141
2025
Q3 		$207K Sell
839
-91
-10% -$22.4K 0.18% 133
2025
Q2 		$248K Hold
930
– – 0.23% 111
2025
Q1 		$263K Sell
930
-72
-7% -$18.8K 0.26% 99
2024
Q4 		$240K Buy
+1,002
New +$252K 0.24% 105

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Oregon Pacific Wealth Management's PGR Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Progressive (PGR) in Q4 2025, closing a stake of 839 shares — an estimated $207K sold.

Oregon Pacific Wealth Management first reported a position in PGR in Q4 2024 and held it in 4 quarters. The position peaked at $263K in Q1 2025. 1,828 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 839 Progressive shares in Q4 2025, an estimated $207K.
  • Oregon Pacific Wealth Management first reported a position in Progressive in Q4 2024 and held it in 4 quarters.
  • Oregon Pacific Wealth Management's Progressive position peaked at $263K in Q1 2025.
  • 1,828 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.