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Advisor Resource Council’s Procter & Gamble PG Stock Holding History

Advisor Resource Council’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
2023
Q4 		– Sell
-2,000
Closed -$292K – 516
2023
Q3 		$292K Hold
2,000
– – 0.15% 111
2023
Q2 		$303K Buy
+2,000
New +$301K 0.14% 112

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Resource Council's PG Position: Q1 2026 in Review

Advisor Resource Council increased its Procter & Gamble (PG) stake by 6.3% in Q1 2026, buying an estimated $38.8K and bringing the position to 4,334 shares worth $626K. The position accounts for 0.2% of the portfolio, ranked #99.

Advisor Resource Council first reported a position in PG in Q2 2021 and has held it in 17 quarters since. The position peaked at $4.46M in Q4 2021. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Advisor Resource Council held 4,334 shares of Procter & Gamble worth $626K as of Q1 2026.
  • Advisor Resource Council bought 256 Procter & Gamble shares in Q1 2026, an estimated $38.8K.
  • Procter & Gamble made up 0.2% of Advisor Resource Council's portfolio in Q1 2026, its #99 holding.
  • Advisor Resource Council first reported a position in Procter & Gamble in Q2 2021 and has held it in 17 quarters since.
  • Advisor Resource Council's Procter & Gamble position peaked at $4.46M in Q4 2021.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.