Pacific Sage Partners’s Progressive PGR Stock Holding History

Pacific Sage Partners’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 Q1	$1.44M	Sell	7,272 -26	-0.4%	-$5.37K	0.23%	43
2025 Q4	$1.66M	Buy	7,298 +6	+0.1%	+$1.35K	0.26%	37
2025 Q3	$1.8M	Hold	7,292	–	–	0.3%	37
2025 Q2	$1.95M	Buy	7,292 +26	+0.4%	+$7.13K	0.39%	33
2025 Q1	$2.06M	Buy	7,266 +60	+0.8%	+$15.7K	0.46%	28
2024 Q4	$1.73M	Hold	7,206	–	–	0.39%	32
2024 Q3	$1.83M	Hold	7,206	–	–	0.44%	26
2024 Q2	$1.5M	Buy	7,206 +6	+0.1%	+$1.26K	0.37%	32
2024 Q1	$1.49M	Hold	7,200	–	–	0.39%	31
2023 Q4	$1.15M	Hold	7,200	–	–	0.31%	35
2023 Q3	$1M	Hold	7,200	–	–	0.3%	37
2023 Q2	$953K	Hold	7,200	–	–	0.28%	35
2023 Q1	$1.03M	Sell	7,200 -370	-5%	-$51K	0.33%	33
2022 Q4	$982K	Buy	+7,570	New	+$959K	0.33%	30

Other funds holding PGR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management

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

Capital World Investors

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

Bank of America

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services

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