PWA
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Provenance Wealth Advisors’s Progressive PGR Stock Holding History

Provenance 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 		$2.84K Buy
13
+7
+117% +$1.41K ﹤0.01% 424
2026
Q1 		$1.19K Hold
6
– – ﹤0.01% 390
2025
Q4 		$1.37K Hold
6
– – ﹤0.01% 394
2025
Q3 		$1.48K Hold
6
– – ﹤0.01% 414
2025
Q2 		$1.6K Hold
6
– – ﹤0.01% 394
2025
Q1 		$1.7K Hold
6
– – ﹤0.01% 416
2024
Q4 		$1.44K Hold
6
– – ﹤0.01% 464
2024
Q3 		$1.52K Hold
6
– – ﹤0.01% 496
2024
Q2 		$1.25K Hold
6
– – ﹤0.01% 424
2024
Q1 		$1.24K Hold
6
– – ﹤0.01% 453
2023
Q4 		$956 Sell
6
-1
-14% -$157 ﹤0.01% 532
2023
Q3 		$975 Buy
+7
New +$921 ﹤0.01% 401

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

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

Provenance Wealth Advisors increased its Progressive (PGR) stake by 117% in Q2 2026, buying an estimated $1.41K and bringing the position to 13 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Provenance Wealth Advisors first reported a position in PGR in Q3 2023 and has held it in 12 quarters since. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Provenance Wealth Advisors held 13 shares of Progressive worth $2.84K as of Q2 2026.
  • Provenance Wealth Advisors bought 7 Progressive shares in Q2 2026, an estimated $1.41K.
  • Progressive made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #424 holding.
  • Provenance Wealth Advisors first reported a position in Progressive in Q3 2023 and has held it in 12 quarters since.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.