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Access Financial Services’s Procter & Gamble PG Stock Holding History

Access Financial Services’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 		$1.65M Buy
11,232
+435
+4% +$63.3K 0.54% 33
2026
Q1 		$1.56M Sell
10,797
-442
-4% -$67K 0.55% 32
2025
Q4 		$1.61M Sell
11,239
-1,064
-9% -$157K 0.59% 32
2025
Q3 		$1.89M Buy
12,303
+1,414
+13% +$221K 0.68% 24
2025
Q2 		$1.73M Buy
10,889
+65
+0.6% +$10.6K 0.66% 29
2025
Q1 		$1.84M Buy
10,824
+3,392
+46% +$568K 0.74% 21
2024
Q4 		$1.25M Sell
7,432
-104
-1% -$17.7K 0.56% 48
2024
Q3 		$1.31M Sell
7,536
-22
-0.3% -$3.73K 0.6% 51
2024
Q2 		$1.25M Sell
7,558
-2,452
-24% -$401K 0.57% 53
2024
Q1 		$1.62M Sell
10,010
-690
-6% -$108K 0.73% 34
2023
Q4 		$1.57M Sell
10,700
-327
-3% -$48.4K 0.81% 30
2023
Q3 		$1.61M Buy
11,027
+535
+5% +$81.7K 0.96% 24
2023
Q2 		$1.59M Sell
10,492
-2,401
-19% -$362K 0.93% 27
2023
Q1 		$1.92M Buy
12,893
+2,994
+30% +$428K 1.17% 13
2022
Q4 		$1.5M Buy
9,899
+604
+6% +$84.7K 0.92% 26
2022
Q3 		$1.17M Buy
9,295
+398
+4% +$56.5K 0.76% 35
2022
Q2 		$1.28M Sell
8,897
-1,420
-14% -$213K 0.73% 36
2022
Q1 		$1.58M Sell
10,317
-1,500
-13% -$235K 0.75% 38
2021
Q4 		$1.93M Sell
11,817
-1,823
-13% -$271K 0.87% 28
2021
Q3 		$1.91M Sell
13,640
-2,650
-16% -$376K 0.86% 28
2021
Q2 		$2.2M Sell
16,290
-2,399
-13% -$325K 1.02% 19
2021
Q1 		$2.53M Buy
18,689
+1,002
+6% +$131K 1.19% 13
2020
Q4 		$2.46M Sell
17,687
-542
-3% -$75.8K 1.2% 16
2020
Q3 		$2.53M Sell
18,229
-327
-2% -$43.4K 1.37% 13
2020
Q2 		$2.22M Sell
18,556
-765
-4% -$89.2K 1.46% 16
2020
Q1 		$2.13M Sell
19,321
-863
-4% -$104K 1.69% 11
2019
Q4 		$2.52M Sell
20,184
-358
-2% -$43.8K 1.46% 12
2019
Q3 		$2.56M Sell
20,542
-99
-0.5% -$11.7K 1.82% 9
2019
Q2 		$2.26M Buy
20,641
+30
+0.1% +$3.2K 1.73% 12
2019
Q1 		$2.15M Buy
20,611
+1
+0% +$97 1.69% 13
2018
Q4 		$1.9M Sell
20,610
-382
-2% -$34.1K 1.69% 13
2018
Q3 		$1.75M Sell
20,992
-74
-0.4% -$6.05K 1.2% 15
2018
Q2 		$1.64M Sell
21,066
-32
-0.2% -$2.41K 1.16% 19
2018
Q1 		$1.67M Buy
21,098
+3,841
+22% +$320K 1.23% 17
2017
Q4 		$1.59M Buy
17,257
+4,565
+36% +$411K 1.09% 24
2017
Q3 		$1.16M Sell
12,692
-79
-0.6% -$7.19K 0.88% 40
2017
Q2 		$1.11M Sell
12,771
-445
-3% -$39.2K 0.91% 38
2017
Q1 		$1.19M Sell
13,216
-25
-0.2% -$2.22K 1% 30
2016
Q4 		$1.11M Buy
+13,241
New +$1.13M 1.01% 27

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Access Financial Services's PG Position: Q2 2026 in Review

Access Financial Services increased its Procter & Gamble (PG) stake by 4% in Q2 2026, buying an estimated $63.3K and bringing the position to 11,232 shares worth $1.65M. The position accounts for 0.54% of the portfolio, ranked #33.

Access Financial Services first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.56M in Q3 2019. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Access Financial Services held 11,232 shares of Procter & Gamble worth $1.65M as of Q2 2026.
  • Access Financial Services bought 435 Procter & Gamble shares in Q2 2026, an estimated $63.3K.
  • Procter & Gamble made up 0.54% of Access Financial Services's portfolio in Q2 2026, its #33 holding.
  • Access Financial Services first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
  • Access Financial Services's Procter & Gamble position peaked at $2.56M in Q3 2019.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.