SYM Financial Corp
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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
Q3 		$243K Buy
1,170
+213
+22% +$46K 0.02% 348
2026
Q2 		$209K Sell
957
-164
-15% -$33.1K 0.02% 366
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

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

SYM Financial Corp's PGR Position: Q3 2026 in Review

SYM Financial Corp increased its Progressive (PGR) stake by 22% in Q3 2026, buying an estimated $46K and bringing the position to 1,170 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #348.

SYM Financial Corp first reported a position in PGR in Q2 2024 and has held it in 10 quarters since. The position peaked at $482K in Q1 2025. 1,041 funds tracked by Wall St. Rank hold PGR as of Q3 2026.

  • SYM Financial Corp held 1,170 shares of Progressive worth $243K as of Q3 2026.
  • SYM Financial Corp bought 213 Progressive shares in Q3 2026, an estimated $46K.
  • Progressive made up 0.02% of SYM Financial Corp's portfolio in Q3 2026, its #348 holding.
  • SYM Financial Corp first reported a position in Progressive in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's Progressive position peaked at $482K in Q1 2025.
  • 1,041 funds tracked by Wall St. Rank held Progressive as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.