Shepherd Financial Partners’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.69M | Sell |
16,896
-443
| -3% | -$89.3K | 0.3% | 57 |
|
|
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
Shepherd Financial Partners's PGR Position: Q2 2026 in Review
Shepherd Financial Partners reduced its Progressive (PGR) stake by 2.6% in Q2 2026, selling an estimated $89.3K and leaving 16,896 shares worth $3.69M. The position accounts for 0.3% of the portfolio, ranked #57.
Shepherd Financial Partners first reported a position in PGR in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.01M in Q1 2025. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.
- Shepherd Financial Partners held 16,896 shares of Progressive worth $3.69M as of Q2 2026.
- Shepherd Financial Partners sold 443 Progressive shares in Q2 2026, an estimated $89.3K.
- Progressive made up 0.3% of Shepherd Financial Partners's portfolio in Q2 2026, its #57 holding.
- Shepherd Financial Partners first reported a position in Progressive in Q2 2018 and has held it in 33 quarters since.
- Shepherd Financial Partners's Progressive position peaked at $6.01M in Q1 2025.
- 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.
Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.