PWMG
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Prestige Wealth Management Group’s Progressive PGR Stock Holding History

Prestige Wealth Management Group’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 		$83.4K Hold
382
– – 0.02% 222
2026
Q1 		$75.7K Hold
382
– – 0.01% 222
2025
Q4 		$87K Hold
382
– – 0.02% 211
2025
Q3 		$94.3K Hold
382
– – 0.02% 218
2025
Q2 		$102K Hold
382
– – 0.02% 205
2025
Q1 		$108K Sell
382
-141
-27% -$36.9K 0.02% 194
2024
Q4 		$125K Buy
523
+25
+5% +$6.29K 0.03% 186
2024
Q3 		$126K Sell
498
-1,373
-73% -$319K 0.03% 177
2024
Q2 		$389K Buy
1,871
+1,424
+319% +$298K 0.08% 104
2024
Q1 		$92.5K Sell
447
-1,829
-80% -$339K 0.02% 214
2023
Q4 		$363K Buy
2,276
+218
+11% +$34.1K 0.08% 104
2023
Q3 		$287K Buy
2,058
+1,483
+258% +$195K 0.07% 112
2023
Q2 		$76.1K Buy
575
+10
+2% +$1.34K 0.02% 230
2023
Q1 		$80.8K Sell
565
-1
-0.2% -$138 0.02% 205
2022
Q4 		$73.4K Buy
566
+61
+12% +$7.73K 0.02% 222
2022
Q3 		$59K Buy
505
+30
+6% +$3.61K 0.02% 215
2022
Q2 		$55K Buy
475
+345
+265% +$39.1K 0.01% 230
2022
Q1 		$15K Buy
130
+49
+60% +$5.3K ﹤0.01% 395
2021
Q4 		$8K Sell
81
-9
-10% -$859 ﹤0.01% 533
2021
Q3 		$8K Sell
90
-2
-2% -$191 ﹤0.01% 538
2021
Q2 		$9K Sell
92
-47
-34% -$4.65K ﹤0.01% 499
2021
Q1 		$13K Sell
139
-12
-8% -$1.09K ﹤0.01% 428
2020
Q4 		$15K Sell
151
-152
-50% -$14.4K ﹤0.01% 393
2020
Q3 		$29K Buy
303
+23
+8% +$2.07K 0.01% 309
2020
Q2 		$22K Buy
280
+49
+21% +$3.83K 0.01% 318
2020
Q1 		$17K Buy
+231
New +$17.8K 0.01% 310
2019
Q1 		– Sell
-27
Closed -$2K – 957
2018
Q4 		$2K Buy
+27
New +$1.8K ﹤0.01% 853

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

Prestige Wealth Management Group's PGR Position: Q2 2026 in Review

Prestige Wealth Management Group held its Progressive (PGR) position steady in Q2 2026 at 382 shares worth $83.4K. The position accounts for 0.02% of the portfolio, ranked #222.

Prestige Wealth Management Group first reported a position in PGR in Q4 2018 and has held it in 27 quarters since. The position peaked at $389K in Q2 2024. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Prestige Wealth Management Group held 382 shares of Progressive worth $83.4K as of Q2 2026.
  • Prestige Wealth Management Group left its Progressive share count unchanged in Q2 2026.
  • Progressive made up 0.02% of Prestige Wealth Management Group's portfolio in Q2 2026, its #222 holding.
  • Prestige Wealth Management Group first reported a position in Progressive in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Progressive position peaked at $389K in Q2 2024.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.