PFS
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Prospera Financial Services’s Progressive PGR Stock Holding History

Prospera Financial 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
Q2 		$1.33M Sell
6,086
-176
-3% -$35.5K 0.02% 656
2026
Q1 		$1.24M Sell
6,262
-5,735
-48% -$1.18M 0.02% 634
2025
Q4 		$2.73M Sell
11,997
-7,243
-38% -$1.64M 0.04% 405
2025
Q3 		$4.75M Buy
19,240
+5,184
+37% +$1.28M 0.08% 259
2025
Q2 		$3.75M Buy
14,056
+4,737
+51% +$1.3M 0.07% 294
2025
Q1 		$2.64M Buy
9,319
+3,556
+62% +$930K 0.06% 323
2024
Q4 		$1.38M Sell
5,763
-5
-0.1% -$1.26K 0.03% 457
2024
Q3 		$1.46M Buy
5,768
+17
+0.3% +$3.95K 0.04% 406
2024
Q2 		$1.19M Sell
5,751
-171
-3% -$35.8K 0.03% 460
2024
Q1 		$1.22M Buy
5,922
+488
+9% +$90.5K 0.04% 448
2023
Q4 		$866K Sell
5,434
-730
-12% -$114K 0.03% 504
2023
Q3 		$859K Buy
6,164
+157
+3% +$20.7K 0.03% 455
2023
Q2 		$795K Sell
6,007
-31,307
-84% -$4.2M 0.03% 481
2023
Q1 		$5.34M Buy
37,314
+31,358
+526% +$4.32M 0.22% 116
2022
Q4 		$773K Sell
5,956
-32,323
-84% -$4.1M 0.04% 423
2022
Q3 		$4.45M Sell
38,279
-199
-0.5% -$24K 0.23% 103
2022
Q2 		$4.47M Sell
38,478
-1,052
-3% -$119K 0.23% 97
2022
Q1 		$4.51M Buy
39,530
+32,811
+488% +$3.55M 0.19% 123
2021
Q4 		$690K Buy
6,719
+2,809
+72% +$268K 0.03% 486
2021
Q3 		$354K Buy
3,910
+382
+11% +$36.4K 0.02% 622
2021
Q2 		$347K Buy
+3,528
New +$349K 0.02% 622
2020
Q4 		– Sell
-126
Closed -$12K – 1307
2020
Q3 		$12K Buy
+126
New +$11.3K ﹤0.01% 1064

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

Prospera Financial Services's PGR Position: Q2 2026 in Review

Prospera Financial Services reduced its Progressive (PGR) stake by 2.8% in Q2 2026, selling an estimated $35.5K and leaving 6,086 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #656.

Prospera Financial Services first reported a position in PGR in Q3 2020 and has held it in 22 quarters since. The position peaked at $5.34M in Q1 2023. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Prospera Financial Services held 6,086 shares of Progressive worth $1.33M as of Q2 2026.
  • Prospera Financial Services sold 176 Progressive shares in Q2 2026, an estimated $35.5K.
  • Progressive made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #656 holding.
  • Prospera Financial Services first reported a position in Progressive in Q3 2020 and has held it in 22 quarters since.
  • Prospera Financial Services's Progressive position peaked at $5.34M in Q1 2023.
  • 1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.