PWA
PGR icon

Pitcairn Wealth Advisors’s Progressive PGR Stock Holding History

Pitcairn 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
2026
Q2 		– Sell
-2,131
Closed -$485K – 301
2026
Q1 		$485K Buy
2,131
+99
+5% +$20.4K 0.04% 185
2025
Q4 		$463K Buy
+2,032
New +$459K 0.04% 191

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

Pitcairn Wealth Advisors's PGR Position: Q2 2026 in Review

Pitcairn Wealth Advisors sold out of Progressive (PGR) in Q2 2026, closing a stake of 2,131 shares — an estimated $485K sold.

Pitcairn Wealth Advisors first reported a position in PGR in Q4 2025 and held it in 2 quarters. The position peaked at $485K in Q1 2026. 1,816 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Pitcairn Wealth Advisors reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Pitcairn Wealth Advisors sold 2,131 Progressive shares in Q2 2026, an estimated $485K.
  • Pitcairn Wealth Advisors first reported a position in Progressive in Q4 2025 and held it in 2 quarters.
  • Pitcairn Wealth Advisors's Progressive position peaked at $485K in Q1 2026.
  • 1,816 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.