Richardson Financial Services’s Progressive PGR Stock Holding History

Richardson 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 Q1	$14.9K	Sell	75 -244	-76%	-$50.4K	0.01%	447
2025 Q4	$72.6K	Buy	319 +123	+63%	+$27.8K	0.02%	258
2025 Q3	$48.4K	Buy	196 +57	+41%	+$14.1K	0.03%	286
2025 Q2	$36.8K	Buy	139 +132	+1,886%	+$36.2K	0.02%	281
2025 Q1	$1.98K	Buy	7 +3	+75%	+$785	﹤0.01%	478
2024 Q4	$958	Hold	4	–	–	﹤0.01%	527
2024 Q3	$1.01K	Buy	+4	New	+$930	﹤0.01%	560

Other funds holding PGR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Richardson Financial Services's PGR Position: Q1 2026 in Review

Richardson Financial Services reduced its Progressive (PGR) stake by 76% in Q1 2026, selling an estimated $50.4K and leaving 75 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #447.

Richardson Financial Services first reported a position in PGR in Q3 2024 and has held it in 7 quarters since. The position peaked at $72.6K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

Richardson Financial Services held 75 shares of Progressive worth $14.9K as of Q1 2026.
Richardson Financial Services sold 244 Progressive shares in Q1 2026, an estimated $50.4K.
Progressive made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #447 holding.
Richardson Financial Services first reported a position in Progressive in Q3 2024 and has held it in 7 quarters since.
Richardson Financial Services's Progressive position peaked at $72.6K in Q4 2025.
1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.