AAF Wealth Management’s Procter & Gamble PG Stock Holding History

AAF Wealth Management’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	$231K	Buy	1,578 +89	+6%	+$13K	0.09%	53
2026 Q1	$215K	Sell	1,489 -146	-9%	-$22.1K	0.09%	51
2025 Q4	$234K	Buy	+1,635	New	+$241K	0.1%	46
2025 Q3	–	Sell	-1,731	Closed	-$276K	–	46
2025 Q2	$276K	Buy	1,731 +121	+8%	+$19.8K	0.13%	40
2025 Q1	$274K	Buy	1,610 +155	+11%	+$26K	0.15%	38
2024 Q4	$244K	Sell	1,455 -95	-6%	-$16.2K	0.12%	41
2024 Q3	$268K	Hold	1,550	–	–	0.14%	37
2024 Q2	$256K	Buy	1,550 +305	+24%	+$49.9K	0.13%	38
2024 Q1	$202K	Buy	+1,245	New	+$195K	0.11%	41

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AAF Wealth Management's PG Position: Q2 2026 in Review

AAF Wealth Management increased its Procter & Gamble (PG) stake by 6% in Q2 2026, buying an estimated $13K and bringing the position to 1,578 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #53.

AAF Wealth Management first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $276K in Q2 2025. 1,636 funds tracked by Wall St. Rank hold PG as of Q2 2026.

AAF Wealth Management held 1,578 shares of Procter & Gamble worth $231K as of Q2 2026.
AAF Wealth Management bought 89 Procter & Gamble shares in Q2 2026, an estimated $13K.
Procter & Gamble made up 0.09% of AAF Wealth Management's portfolio in Q2 2026, its #53 holding.
AAF Wealth Management first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
AAF Wealth Management's Procter & Gamble position peaked at $276K in Q2 2025.
1,636 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.