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TritonPoint Wealth’s Progressive PGR Stock Holding History

TritonPoint Wealth’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 		$313K Sell
1,435
-117
-8% -$23.6K 0.03% 229
2026
Q1 		$308K Buy
1,552
+49
+3% +$10.1K 0.03% 219
2025
Q4 		$342K Sell
1,503
-332
-18% -$75K 0.03% 209
2025
Q3 		$453K Buy
1,835
+106
+6% +$26.1K 0.04% 237
2025
Q2 		$461K Sell
1,729
-28
-2% -$7.67K 0.04% 227
2025
Q1 		$497K Buy
1,757
+52
+3% +$13.6K 0.05% 214
2024
Q4 		$409K Buy
1,705
+194
+13% +$48.8K 0.04% 231
2024
Q3 		$380K Sell
1,511
-197
-12% -$45.8K 0.03% 244
2024
Q2 		$355K Buy
1,708
+96
+6% +$20.1K 0.03% 236
2024
Q1 		$254K Sell
1,612
-504
-24% -$93.5K 0.03% 286
2023
Q4 		$337K Buy
+2,116
New +$331K 0.03% 255

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

TritonPoint Wealth's PGR Position: Q2 2026 in Review

TritonPoint Wealth reduced its Progressive (PGR) stake by 7.5% in Q2 2026, selling an estimated $23.6K and leaving 1,435 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #229.

TritonPoint Wealth first reported a position in PGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $497K in Q1 2025. 1,826 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • TritonPoint Wealth held 1,435 shares of Progressive worth $313K as of Q2 2026.
  • TritonPoint Wealth sold 117 Progressive shares in Q2 2026, an estimated $23.6K.
  • Progressive made up 0.03% of TritonPoint Wealth's portfolio in Q2 2026, its #229 holding.
  • TritonPoint Wealth first reported a position in Progressive in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's Progressive position peaked at $497K in Q1 2025.
  • 1,826 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.