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Symphony Financial’s Progressive PGR Stock Holding History

Symphony Financial’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
2025
Q4 		– Sell
-1,676
Closed -$411K – 308
2025
Q3 		$411K Sell
1,676
-1,005
-37% -$248K 0.05% 180
2025
Q2 		$364K Buy
+2,681
New +$735K 0.05% 183
2025
Q1 		– Sell
-1,278
Closed -$308K – 179
2024
Q4 		$308K Buy
+1,278
New +$322K 0.05% 175
2020
Q2 		– Sell
-9,507
Closed -$724K – 142
2020
Q1 		$724K Buy
+9,507
New +$733K 0.5% 42

Other funds holding PGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Symphony Financial's PGR Position: Q4 2025 in Review

Symphony Financial sold out of Progressive (PGR) in Q4 2025, closing a stake of 1,676 shares — an estimated $411K sold.

Symphony Financial first reported a position in PGR in Q1 2020 and held it in 4 quarters. The position peaked at $724K in Q1 2020. 1,833 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

  • Symphony Financial reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
  • Symphony Financial sold 1,676 Progressive shares in Q4 2025, an estimated $411K.
  • Symphony Financial first reported a position in Progressive in Q1 2020 and held it in 4 quarters.
  • Symphony Financial's Progressive position peaked at $724K in Q1 2020.
  • 1,833 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.