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Advisory Resource Group’s Procter & Gamble PG Stock Holding History

Advisory Resource Group’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
Q3 		$224K Sell
1,543
-199
-11% -$29.2K 0.03% 177
2026
Q2 		$255K Hold
1,742
– – 0.04% 168
2026
Q1 		$252K Buy
1,742
+257
+17% +$39K 0.04% 160
2025
Q4 		$213K Buy
1,485
+29
+2% +$4.28K 0.04% 167
2025
Q3 		$224K Hold
1,456
– – 0.04% 164
2025
Q2 		$232K Sell
1,456
-22
-1% -$3.59K 0.04% 160
2025
Q1 		$252K Sell
1,478
-25
-2% -$4.19K 0.05% 150
2024
Q4 		$252K Sell
1,503
-18
-1% -$3.07K 0.05% 147
2024
Q3 		$263K Hold
1,521
– – 0.06% 146
2024
Q2 		$251K Hold
1,521
– – 0.06% 140
2024
Q1 		$247K Hold
1,521
– – 0.06% 144
2023
Q4 		$223K Sell
1,521
-63
-4% -$9.33K 0.06% 145
2023
Q3 		$231K Sell
1,584
-339
-18% -$51.8K 0.06% 143
2023
Q2 		$292K Buy
1,923
+1
+0.1% +$151 0.08% 129
2023
Q1 		$286K Buy
1,922
+34
+2% +$4.86K 0.08% 132
2022
Q4 		$286K Buy
1,888
+1
+0.1% +$140 0.09% 127
2022
Q3 		$238K Hold
1,887
– – 0.08% 116
2022
Q2 		$271K Sell
1,887
-77
-4% -$11.6K 0.09% 106
2022
Q1 		$300K Hold
1,964
– – 0.09% 107
2021
Q4 		$315K Buy
1,964
+1
+0.1% +$148 0.11% 108
2021
Q3 		$274K Hold
1,963
– – 0.1% 110
2021
Q2 		$265K Hold
1,963
– – 0.11% 112
2021
Q1 		$266K Sell
1,963
-117
-6% -$15.3K 0.12% 84
2020
Q4 		$289K Sell
2,080
-269
-11% -$37.6K 0.14% 75
2020
Q3 		$327K Sell
2,349
-2
-0.1% -$266 0.19% 66
2020
Q2 		$281K Buy
2,351
+255
+12% +$29.7K 0.17% 69
2020
Q1 		$231K Buy
2,096
+71
+4% +$8.52K 0.18% 66
2019
Q4 		$253K Buy
2,025
+2
+0.1% +$245 0.14% 65
2019
Q3 		$252K Buy
2,023
+1
+0% +$118 0.14% 66
2019
Q2 		$222K Hold
2,022
– – 0.12% 66
2019
Q1 		$217K Buy
+2,022
New +$197K 0.12% 68

Other funds holding PG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Advisory Resource Group's PG Position: Q3 2026 in Review

Advisory Resource Group reduced its Procter & Gamble (PG) stake by 11% in Q3 2026, selling an estimated $29.2K and leaving 1,543 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #177.

Advisory Resource Group first reported a position in PG in Q1 2019 and has held it in 31 quarters since. The position peaked at $327K in Q3 2020. 1,528 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Advisory Resource Group held 1,543 shares of Procter & Gamble worth $224K as of Q3 2026.
  • Advisory Resource Group sold 199 Procter & Gamble shares in Q3 2026, an estimated $29.2K.
  • Procter & Gamble made up 0.03% of Advisory Resource Group's portfolio in Q3 2026, its #177 holding.
  • Advisory Resource Group first reported a position in Procter & Gamble in Q1 2019 and has held it in 31 quarters since.
  • Advisory Resource Group's Procter & Gamble position peaked at $327K in Q3 2020.
  • 1,528 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Advisory Resource Group's 13F filing for Q3 2026, filed 26 Oct 2026.