PCS
PGR icon

Personal CFO Solutions’s Progressive PGR Stock Holding History

Personal CFO Solutions’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 		$573K Sell
2,623
-482
-16% -$97.1K 0.08% 222
2026
Q1 		$616K Sell
3,105
-95
-3% -$19.6K 0.09% 210
2025
Q4 		$729K Sell
3,200
-131
-4% -$29.6K 0.12% 166
2025
Q3 		$823K Buy
3,331
+723
+28% +$178K 0.14% 143
2025
Q2 		$696K Buy
2,608
+4
+0.2% +$1.1K 0.13% 169
2025
Q1 		$737K Buy
2,604
+251
+11% +$65.7K 0.15% 150
2024
Q4 		$564K Buy
2,353
+386
+20% +$97.2K 0.11% 185
2024
Q3 		$499K Sell
1,967
-148
-7% -$34.4K 0.07% 262
2024
Q2 		$439K Sell
2,115
-51
-2% -$10.7K 0.07% 277
2024
Q1 		$448K Sell
2,166
-8
-0.4% -$1.48K 0.07% 282
2023
Q4 		$346K Sell
2,174
-605
-22% -$94.7K 0.06% 333
2023
Q3 		$387K Buy
2,779
+30
+1% +$3.95K 0.08% 263
2023
Q2 		$364K Sell
2,749
-59
-2% -$7.91K 0.07% 281
2023
Q1 		$402K Buy
2,808
+38
+1% +$5.24K 0.08% 240
2022
Q4 		$359K Sell
2,770
-469
-14% -$59.4K 0.08% 255
2022
Q3 		$376K Buy
3,239
+33
+1% +$3.97K 0.09% 207
2022
Q2 		$373K Sell
3,206
-92
-3% -$10.4K 0.09% 215
2022
Q1 		$376K Buy
3,298
+22
+0.7% +$2.38K 0.07% 259
2021
Q4 		$336K Buy
+3,276
New +$313K 0.06% 288
2020
Q4 		– Sell
-4,244
Closed – – 396
2020
Q3 		$0 Buy
4,244
+91
+2% +$8.18K ﹤0.01% 282
2020
Q2 		$333K Buy
+4,153
New +$324K 0.1% 194
2019
Q4 		– Sell
-3,928
Closed -$303K – 375
2019
Q3 		$303K Buy
+3,928
New +$309K 0.12% 199

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

Personal CFO Solutions's PGR Position: Q2 2026 in Review

Personal CFO Solutions reduced its Progressive (PGR) stake by 16% in Q2 2026, selling an estimated $97.1K and leaving 2,623 shares worth $573K. The position accounts for 0.08% of the portfolio, ranked #222.

Personal CFO Solutions first reported a position in PGR in Q3 2019 and has held it in 22 quarters since. The position peaked at $823K in Q3 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Personal CFO Solutions held 2,623 shares of Progressive worth $573K as of Q2 2026.
  • Personal CFO Solutions sold 482 Progressive shares in Q2 2026, an estimated $97.1K.
  • Progressive made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #222 holding.
  • Personal CFO Solutions first reported a position in Progressive in Q3 2019 and has held it in 22 quarters since.
  • Personal CFO Solutions's Progressive position peaked at $823K in Q3 2025.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.