PWPS
PGR icon

Pinnacle Wealth Planning Services’s Progressive PGR Stock Holding History

Pinnacle Wealth Planning Services’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 		$760K Sell
3,832
-276
-7% -$57K 0.08% 140
2025
Q4 		$935K Buy
4,108
+284
+7% +$64.1K 0.1% 106
2025
Q3 		$944K Buy
3,824
+120
+3% +$29.6K 0.11% 107
2025
Q2 		$988K Sell
3,704
-203
-5% -$55.6K 0.13% 96
2025
Q1 		$1.11M Sell
3,907
-35
-0.9% -$9.15K 0.17% 77
2024
Q4 		$945K Sell
3,942
-1,102
-22% -$277K 0.14% 87
2024
Q3 		$1.28M Buy
5,044
+120
+2% +$27.9K 0.17% 75
2024
Q2 		$1.02M Sell
4,924
-81
-2% -$17K 0.15% 90
2024
Q1 		$1.04M Sell
5,005
-33
-0.7% -$6.12K 0.15% 97
2023
Q4 		$802K Buy
5,038
+152
+3% +$23.8K 0.13% 110
2023
Q3 		$681K Buy
4,886
+57
+1% +$7.5K 0.11% 117
2023
Q2 		$639K Buy
4,829
+108
+2% +$14.5K 0.1% 130
2023
Q1 		$675K Buy
4,721
+394
+9% +$54.3K 0.11% 129
2022
Q4 		$561K Buy
4,327
+211
+5% +$26.7K 0.1% 145
2022
Q3 		$478K Hold
4,116
– – 0.09% 148
2022
Q2 		$479K Buy
4,116
+907
+28% +$103K 0.09% 164
2022
Q1 		$366K Buy
3,209
+134
+4% +$14.5K 0.07% 229
2021
Q4 		$316K Buy
3,075
+437
+17% +$41.7K 0.06% 254
2021
Q3 		$238K Sell
2,638
-319
-11% -$30.4K 0.05% 288
2021
Q2 		$290K Buy
+2,957
New +$292K 0.07% 238
2021
Q1 		– Sell
-1,625
Closed -$161K – 1503
2020
Q4 		$161K Buy
+1,625
New +$154K 0.04% 328
2020
Q2 		– Sell
-3,162
Closed -$232K – 283
2020
Q1 		$232K Buy
+3,162
New +$244K 0.11% 167

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
DAM
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 $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's PGR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Progressive (PGR) stake by 6.7% in Q1 2026, selling an estimated $57K and leaving 3,832 shares worth $760K. The position accounts for 0.08% of the portfolio, ranked #140.

Pinnacle Wealth Planning Services first reported a position in PGR in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.28M in Q3 2024. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,832 shares of Progressive worth $760K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 276 Progressive shares in Q1 2026, an estimated $57K.
  • Progressive made up 0.08% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #140 holding.
  • Pinnacle Wealth Planning Services first reported a position in Progressive in Q1 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Progressive position peaked at $1.28M in Q3 2024.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.