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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
Q2 		$33.6K Buy
154
+79
+105% +$15.9K 0.02% 366
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
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

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

Richardson Financial Services increased its Progressive (PGR) stake by 105% in Q2 2026, buying an estimated $15.9K and bringing the position to 154 shares worth $33.6K. The position accounts for 0.02% of the portfolio, ranked #366.

Richardson Financial Services first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $72.6K in Q4 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Richardson Financial Services held 154 shares of Progressive worth $33.6K as of Q2 2026.
  • Richardson Financial Services bought 79 Progressive shares in Q2 2026, an estimated $15.9K.
  • Progressive made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #366 holding.
  • Richardson Financial Services first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
  • Richardson Financial Services's Progressive position peaked at $72.6K in Q4 2025.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.