Sigma Planning Corp
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Sigma Planning Corp’s Progressive PGR Stock Holding History

Sigma Planning Corp’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
Q3 		$443K Sell
2,132
-208
-9% -$44.9K 0.01% 897
2026
Q2 		$511K Sell
2,340
-114
-5% -$23K 0.01% 907
2026
Q1 		$487K Buy
2,454
+224
+10% +$46.2K 0.01% 848
2025
Q4 		$508K Sell
2,230
-519
-19% -$117K 0.01% 791
2025
Q3 		$679K Sell
2,749
-2,463
-47% -$607K 0.02% 692
2025
Q2 		$1.39M Buy
5,212
+836
+19% +$229K 0.04% 395
2025
Q1 		$1.24M Sell
4,376
-650
-13% -$170K 0.04% 417
2024
Q4 		$1.2M Sell
5,026
-736
-13% -$185K 0.04% 428
2024
Q3 		$1.46M Buy
5,762
+13
+0.2% +$3.02K 0.04% 376
2024
Q2 		$1.19M Sell
5,749
-586
-9% -$123K 0.04% 427
2024
Q1 		$1.31M Buy
6,335
+4,092
+182% +$759K 0.04% 422
2023
Q4 		$357K Sell
2,243
-3,929
-64% -$615K 0.03% 577
2023
Q3 		$860K Buy
6,172
+1,516
+33% +$199K 0.03% 511
2023
Q2 		$616K Sell
4,656
-467
-9% -$62.6K 0.02% 643
2023
Q1 		$733K Buy
5,123
+90
+2% +$12.4K 0.02% 641
2022
Q4 		$653K Sell
5,033
-462
-8% -$58.5K 0.02% 659
2022
Q3 		$639K Sell
5,495
-18
-0.3% -$2.17K 0.02% 636
2022
Q2 		$641K Buy
5,513
+1,757
+47% +$199K 0.02% 650
2022
Q1 		$428K Buy
+3,756
New +$406K 0.01% 901
2021
Q3 		– Sell
-3,344
Closed -$328K – 1462
2021
Q2 		$328K Sell
3,344
-3,129
-48% -$310K 0.01% 1037
2021
Q1 		$619K Buy
6,473
+1,805
+39% +$164K 0.02% 687
2020
Q4 		$462K Buy
4,668
+1,784
+62% +$169K 0.02% 725
2020
Q3 		$273K Sell
2,884
-3,133
-52% -$282K 0.01% 830
2020
Q2 		$482K Buy
6,017
+2,127
+55% +$166K 0.02% 605
2020
Q1 		$287K Sell
3,890
-778
-17% -$60K 0.02% 668
2019
Q4 		$338K Sell
4,668
-1,917
-29% -$138K 0.01% 740
2019
Q3 		$509K Sell
6,585
-2,856
-30% -$225K 0.02% 564
2019
Q2 		$755K Buy
9,441
+2,026
+27% +$157K 0.04% 420
2019
Q1 		$535K Buy
7,415
+2,808
+61% +$192K 0.03% 492
2018
Q4 		$278K Buy
+4,607
New +$307K 0.02% 631

Other funds holding PGR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Sigma Planning Corp's PGR Position: Q3 2026 in Review

Sigma Planning Corp reduced its Progressive (PGR) stake by 8.9% in Q3 2026, selling an estimated $44.9K and leaving 2,132 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #897.

Sigma Planning Corp first reported a position in PGR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.46M in Q3 2024. 996 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • Sigma Planning Corp held 2,132 shares of Progressive worth $443K as of Q3 2026.
  • Sigma Planning Corp sold 208 Progressive shares in Q3 2026, an estimated $44.9K.
  • Progressive made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #897 holding.
  • Sigma Planning Corp first reported a position in Progressive in Q4 2018 and has held it in 30 quarters since.
  • Sigma Planning Corp's Progressive position peaked at $1.46M in Q3 2024.
  • 996 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.