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SYM Financial Corp’s Progressive PGR Stock Holding History

SYM Financial 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
Q1 		$222K Sell
1,121
-764
-41% -$158K 0.02% 292
2025
Q4 		$429K Buy
1,885
+167
+10% +$37.7K 0.04% 151
2025
Q3 		$424K Sell
1,718
-65
-4% -$16K 0.05% 141
2025
Q2 		$476K Buy
1,783
+78
+5% +$21.4K 0.05% 129
2025
Q1 		$482K Buy
1,705
+103
+6% +$26.9K 0.06% 110
2024
Q4 		$384K Buy
1,602
+44
+3% +$11.1K 0.05% 124
2024
Q3 		$395K Buy
1,558
+415
+36% +$96.5K 0.05% 91
2024
Q2 		$237K Buy
+1,143
New +$239K 0.04% 127

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

SYM Financial Corp's PGR Position: Q1 2026 in Review

SYM Financial Corp reduced its Progressive (PGR) stake by 41% in Q1 2026, selling an estimated $158K and leaving 1,121 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #292.

SYM Financial Corp first reported a position in PGR in Q2 2024 and has held it in 8 quarters since. The position peaked at $482K in Q1 2025. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • SYM Financial Corp held 1,121 shares of Progressive worth $222K as of Q1 2026.
  • SYM Financial Corp sold 764 Progressive shares in Q1 2026, an estimated $158K.
  • Progressive made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #292 holding.
  • SYM Financial Corp first reported a position in Progressive in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's Progressive position peaked at $482K in Q1 2025.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.