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Sterneck Capital Management’s Progressive PGR Stock Holding History

Sterneck Capital Management’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 		– Sell
-1,014
Closed -$201K – 115
2026
Q1 		$201K Hold
1,014
– – 0.09% 111
2025
Q4 		$231K Sell
1,014
-13
-1% -$2.94K 0.1% 95
2025
Q3 		$254K Hold
1,027
– – 0.12% 84
2025
Q2 		$274K Hold
1,027
– – 0.14% 78
2025
Q1 		$291K Hold
1,027
– – 0.16% 76
2024
Q4 		$246K Buy
+1,027
New +$259K 0.13% 79

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

Sterneck Capital Management's PGR Position: Q2 2026 in Review

Sterneck Capital Management sold out of Progressive (PGR) in Q2 2026, closing a stake of 1,014 shares — an estimated $201K sold.

Sterneck Capital Management first reported a position in PGR in Q4 2024 and held it in 6 quarters. The position peaked at $291K in Q1 2025. 1,822 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Sterneck Capital Management reported no remaining Progressive position as of Q2 2026 after selling out during the quarter.
  • Sterneck Capital Management sold 1,014 Progressive shares in Q2 2026, an estimated $201K.
  • Sterneck Capital Management first reported a position in Progressive in Q4 2024 and held it in 6 quarters.
  • Sterneck Capital Management's Progressive position peaked at $291K in Q1 2025.
  • 1,822 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Sterneck Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.