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AA Financial Advisors’s Procter & Gamble PG Stock Holding History

AA Financial Advisors’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
9,621
+544
+6% +$79.2K 0.17% 94
2026
Q1 		$1.31M Buy
9,077
+1,380
+18% +$209K 0.18% 91
2025
Q4 		$1.1M Sell
7,697
-400
-5% -$59K 0.2% 80
2025
Q3 		$1.24M Buy
8,097
+804
+11% +$126K 0.24% 64
2025
Q2 		$1.16M Sell
7,293
-258
-3% -$42.1K 0.25% 66
2025
Q1 		$1.29M Buy
7,551
+234
+3% +$39.2K 0.31% 62
2024
Q4 		$1.23M Buy
7,317
+223
+3% +$38K 0.33% 60
2024
Q3 		$1.23M Sell
7,094
-126
-2% -$21.4K 0.36% 61
2024
Q2 		$1.19M Buy
7,220
+572
+9% +$93.5K 0.42% 56
2024
Q1 		$1.08M Buy
+6,648
New +$1.04M 0.44% 59

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AA Financial Advisors's PG Position: Q2 2026 in Review

AA Financial Advisors increased its Procter & Gamble (PG) stake by 6% in Q2 2026, buying an estimated $79.2K and bringing the position to 9,621 shares worth $1.41M. The position accounts for 0.17% of the portfolio, ranked #94.

AA Financial Advisors first reported a position in PG in Q1 2024 and has held it in 10 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • AA Financial Advisors held 9,621 shares of Procter & Gamble worth $1.41M as of Q2 2026.
  • AA Financial Advisors bought 544 Procter & Gamble shares in Q2 2026, an estimated $79.2K.
  • Procter & Gamble made up 0.17% of AA Financial Advisors's portfolio in Q2 2026, its #94 holding.
  • AA Financial Advisors first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.