Pacific Capital Wealth Advisors’s Progressive PGR Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-59	Closed	-$14.1K	–	295
2024 Q4	$14.1K	Sell	59 -44	-43%	-$11.1K	﹤0.01%	247
2024 Q3	$26.1K	Hold	103	–	–	﹤0.01%	205
2024 Q2	$21.4K	Buy	103 +59	+134%	+$12.3K	﹤0.01%	224
2024 Q1	$9.1K	Buy	+44	New	+$8.16K	﹤0.01%	239

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pacific Capital Wealth Advisors's PGR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Progressive (PGR) in Q1 2025, closing a stake of 59 shares — an estimated $14.1K sold.

Pacific Capital Wealth Advisors first reported a position in PGR in Q1 2024 and held it in 4 quarters. The position peaked at $26.1K in Q3 2024. 1,840 funds tracked by Wall St. Rank hold PGR as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Progressive position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 59 Progressive shares in Q1 2025, an estimated $14.1K.
Pacific Capital Wealth Advisors first reported a position in Progressive in Q1 2024 and held it in 4 quarters.
Pacific Capital Wealth Advisors's Progressive position peaked at $26.1K in Q3 2024.
1,840 funds tracked by Wall St. Rank held Progressive as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.