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Trifecta Capital Advisors’s Progressive PGR Stock Holding History

Trifecta Capital Advisors’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 		$437 Buy
+2
New +$403 ﹤0.01% 427
2025
Q4 		– Sell
-28
Closed -$6.92K – 402
2025
Q3 		$6.92K Buy
+28
New +$6.9K ﹤0.01% 254

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

Trifecta Capital Advisors's PGR Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in Progressive (PGR) in Q2 2026: 2 shares worth $437. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in PGR as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in PGR in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.92K in Q3 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Trifecta Capital Advisors held 2 shares of Progressive worth $437 as of Q2 2026.
  • Progressive was a new Trifecta Capital Advisors position in Q2 2026.
  • Progressive made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #427 holding.
  • Trifecta Capital Advisors first reported a position in Progressive in Q3 2025 and has held it in 2 quarters since.
  • Trifecta Capital Advisors's Progressive position peaked at $6.92K in Q3 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.