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PGR icon

PDS Planning’s Progressive PGR Stock Holding History

PDS Planning’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 		$657K Sell
3,008
-216
-7% -$43.5K 0.04% 243
2026
Q1 		$639K Buy
3,224
+175
+6% +$36.1K 0.04% 215
2025
Q4 		$694K Sell
3,049
-17
-0.6% -$3.84K 0.05% 200
2025
Q3 		$757K Sell
3,066
-22
-0.7% -$5.42K 0.05% 176
2025
Q2 		$824K Sell
3,088
-95
-3% -$26K 0.06% 155
2025
Q1 		$901K Buy
3,183
+180
+6% +$47.1K 0.08% 114
2024
Q4 		$720K Buy
3,003
+325
+12% +$81.8K 0.06% 132
2024
Q3 		$680K Sell
2,678
-10
-0.4% -$2.33K 0.06% 143
2024
Q2 		$558K Buy
2,688
+50
+2% +$10.5K 0.06% 153
2024
Q1 		$546K Buy
2,638
+149
+6% +$27.6K 0.06% 150
2023
Q4 		$396K Buy
2,489
+80
+3% +$12.5K 0.05% 181
2023
Q3 		$336K Buy
2,409
+152
+7% +$20K 0.04% 196
2023
Q2 		$299K Buy
2,257
+75
+3% +$10.1K 0.04% 217
2023
Q1 		$312K Buy
+2,182
New +$301K 0.04% 190

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

PDS Planning's PGR Position: Q2 2026 in Review

PDS Planning reduced its Progressive (PGR) stake by 6.7% in Q2 2026, selling an estimated $43.5K and leaving 3,008 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #243.

PDS Planning first reported a position in PGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $901K in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • PDS Planning held 3,008 shares of Progressive worth $657K as of Q2 2026.
  • PDS Planning sold 216 Progressive shares in Q2 2026, an estimated $43.5K.
  • Progressive made up 0.04% of PDS Planning's portfolio in Q2 2026, its #243 holding.
  • PDS Planning first reported a position in Progressive in Q1 2023 and has held it in 14 quarters since.
  • PDS Planning's Progressive position peaked at $901K in Q1 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.