San Luis Wealth Advisors’s Progressive PGR Stock Holding History

San Luis 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	$376K	Sell	1,723 -12	-0.7%	-$2.42K	0.06%	145
2026 Q1	$344K	Hold	1,735	–	–	0.06%	139
2025 Q4	$395K	Buy	1,735 +4	+0.2%	+$903	0.07%	142
2025 Q3	$428K	Buy	1,731 +35	+2%	+$8.63K	0.08%	134
2025 Q2	$453K	Hold	1,696	–	–	0.1%	103
2025 Q1	$480K	Buy	1,696 +1	+0.1%	+$262	0.11%	93
2024 Q4	$406K	Hold	1,695	–	–	0.08%	108
2024 Q3	$430K	Buy	+1,695	New	+$394K	0.09%	103

Other funds holding PGR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

San Luis Wealth Advisors's PGR Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Progressive (PGR) stake by 0.69% in Q2 2026, selling an estimated $2.42K and leaving 1,723 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #145.

San Luis Wealth Advisors first reported a position in PGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $480K in Q1 2025. 1,812 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

San Luis Wealth Advisors held 1,723 shares of Progressive worth $376K as of Q2 2026.
San Luis Wealth Advisors sold 12 Progressive shares in Q2 2026, an estimated $2.42K.
Progressive made up 0.06% of San Luis Wealth Advisors's portfolio in Q2 2026, its #145 holding.
San Luis Wealth Advisors first reported a position in Progressive in Q3 2024 and has held it in 8 quarters since.
San Luis Wealth Advisors's Progressive position peaked at $480K in Q1 2025.
1,812 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.