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Proficio Capital Partners’s Progressive PGR Stock Holding History

Proficio Capital Partners’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 		$525K Buy
+2,401
New +$484K 0.02% 322
2025
Q3 		– Sell
-3,012
Closed -$804K – 375
2025
Q2 		$804K Buy
3,012
+518
+21% +$142K 0.05% 180
2025
Q1 		$706K Buy
2,494
+123
+5% +$32.2K 0.05% 162
2024
Q4 		$568K Buy
2,371
+832
+54% +$209K 0.05% 173
2024
Q3 		$391K Sell
1,539
-581
-27% -$135K 0.04% 180
2024
Q2 		$440K Buy
2,120
+67
+3% +$14K 0.05% 187
2024
Q1 		$425K Buy
2,053
+63
+3% +$11.7K 0.05% 186
2023
Q4 		$317K Buy
1,990
+57
+3% +$8.92K 0.04% 215
2023
Q3 		$269K Buy
1,933
+104
+6% +$13.7K 0.04% 239
2023
Q2 		$242K Sell
1,829
-109
-6% -$14.6K 0.03% 254
2023
Q1 		$277K Buy
1,938
+52
+3% +$7.17K 0.04% 226
2022
Q4 		$245K Buy
+1,886
New +$239K 0.05% 230
2019
Q3 		– Sell
-611
Closed -$49K – 1143
2019
Q2 		$49K Buy
611
+124
+25% +$9.59K 0.02% 388
2019
Q1 		$35K Buy
487
+221
+83% +$15.1K 0.01% 460
2018
Q4 		$16K Buy
266
+18
+7% +$1.2K 0.01% 604
2018
Q3 		$18K Sell
248
-11
-4% -$708 0.01% 633
2018
Q2 		$15K Buy
259
+11
+4% +$673 0.01% 693
2018
Q1 		$15K Buy
248
+82
+49% +$4.68K ﹤0.01% 681
2017
Q4 		$9K Buy
166
+72
+77% +$3.73K ﹤0.01% 848
2017
Q3 		$5K Hold
94
– – ﹤0.01% 958
2017
Q2 		$4K Buy
94
+8
+9% +$332 ﹤0.01% 1003
2017
Q1 		$4K Buy
86
+24
+39% +$916 ﹤0.01% 1032
2016
Q4 		$2K Buy
62
+7
+13% +$231 ﹤0.01% 930
2016
Q3 		$2K Buy
55
+30
+120% +$977 ﹤0.01% 873
2016
Q2 		$1K Sell
25
-55
-69% -$1.82K ﹤0.01% 930
2016
Q1 		$3K Sell
80
-34
-30% -$1.09K ﹤0.01% 656
2015
Q4 		$4K Buy
+114
New +$3.62K ﹤0.01% 488

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

Proficio Capital Partners's PGR Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Progressive (PGR) in Q2 2026: 2,401 shares worth $525K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in PGR as recently as Q2 2025.

Proficio Capital Partners first reported a position in PGR in Q4 2015 and has held it in 27 quarters since. The position peaked at $804K in Q2 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Proficio Capital Partners held 2,401 shares of Progressive worth $525K as of Q2 2026.
  • Progressive was a new Proficio Capital Partners position in Q2 2026.
  • Progressive made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #322 holding.
  • Proficio Capital Partners first reported a position in Progressive in Q4 2015 and has held it in 27 quarters since.
  • Proficio Capital Partners's Progressive position peaked at $804K in Q2 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.