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Shepherd Financial Partners’s Progressive PGR Stock Holding History

Shepherd Financial Partners’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 		$3.44M Sell
17,339
-89
-0.5% -$18.4K 0.33% 59
2025
Q4 		$3.97M Sell
17,428
-2,734
-14% -$617K 0.37% 56
2025
Q3 		$4.98M Sell
20,162
-29
-0.1% -$7.15K 0.47% 46
2025
Q2 		$5.39M Sell
20,191
-1,044
-5% -$286K 0.57% 39
2025
Q1 		$6.01M Buy
21,235
+916
+5% +$240K 0.7% 34
2024
Q4 		$4.87M Buy
20,319
+160
+0.8% +$40.3K 0.58% 30
2024
Q3 		$5.12M Buy
20,159
+529
+3% +$123K 0.62% 28
2024
Q2 		$4.08M Buy
19,630
+115
+0.6% +$24.1K 0.53% 31
2024
Q1 		$4.04M Buy
19,515
+78
+0.4% +$14.5K 0.53% 31
2023
Q4 		$3.1M Sell
19,437
-11
-0.1% -$1.72K 0.44% 40
2023
Q3 		$2.71M Sell
19,448
-2,164
-10% -$285K 0.43% 44
2023
Q2 		$2.86M Buy
21,612
+323
+2% +$43.3K 0.44% 40
2023
Q1 		$3.05M Sell
21,289
-82
-0.4% -$11.3K 0.51% 36
2022
Q4 		$2.77M Sell
21,371
-107
-0.5% -$13.6K 0.5% 39
2022
Q3 		$2.5M Buy
21,478
+67
+0.3% +$8.07K 0.49% 40
2022
Q2 		$2.49M Buy
21,411
+510
+2% +$57.8K 0.48% 39
2022
Q1 		$2.38M Sell
20,901
-3,654
-15% -$395K 0.42% 47
2021
Q4 		$2.52M Buy
24,555
+558
+2% +$53.3K 0.44% 45
2021
Q3 		$2.17M Buy
23,997
+19
+0.1% +$1.81K 0.42% 45
2021
Q2 		$2.35M Buy
23,978
+855
+4% +$84.6K 0.45% 39
2021
Q1 		$2.21M Buy
23,123
+1,493
+7% +$136K 0.49% 37
2020
Q4 		$2.14M Buy
21,630
+451
+2% +$42.7K 0.49% 44
2020
Q3 		$2M Buy
21,179
+767
+4% +$68.9K 0.47% 37
2020
Q2 		$1.64M Sell
20,412
-184
-0.9% -$14.4K 0.44% 37
2020
Q1 		$1.52M Buy
20,596
+73
+0.4% +$5.63K 0.53% 34
2019
Q4 		$1.49M Buy
20,523
+15,362
+298% +$1.11M 0.35% 53
2019
Q3 		$398K Buy
5,161
+134
+3% +$10.5K 0.1% 97
2019
Q2 		$402K Buy
5,027
+50
+1% +$3.87K 0.08% 96
2019
Q1 		$359K Buy
4,977
+1,407
+39% +$96.4K 0.07% 101
2018
Q4 		$215K Buy
3,570
+20
+0.6% +$1.33K 0.05% 122
2018
Q3 		$210K Hold
3,550
– – 0.05% 123
2018
Q2 		$212K Buy
+3,550
New +$217K 0.05% 122

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Shepherd Financial Partners's PGR Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Progressive (PGR) stake by 0.51% in Q1 2026, selling an estimated $18.4K and leaving 17,339 shares worth $3.44M. The position accounts for 0.33% of the portfolio, ranked #59.

Shepherd Financial Partners first reported a position in PGR in Q2 2018 and has held it in 32 quarters since. The position peaked at $6.01M in Q1 2025. 1,761 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Shepherd Financial Partners held 17,339 shares of Progressive worth $3.44M as of Q1 2026.
  • Shepherd Financial Partners sold 89 Progressive shares in Q1 2026, an estimated $18.4K.
  • Progressive made up 0.33% of Shepherd Financial Partners's portfolio in Q1 2026, its #59 holding.
  • Shepherd Financial Partners first reported a position in Progressive in Q2 2018 and has held it in 32 quarters since.
  • Shepherd Financial Partners's Progressive position peaked at $6.01M in Q1 2025.
  • 1,761 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.