Advocate Group
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Advocate Group’s Procter & Gamble PG Stock Holding History

Advocate 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 		$9.3M Sell
64,042
-795
-1% -$116K 1.44% 25
2026
Q2 		$9.5M Buy
64,837
+310
+0.5% +$45.1K 1.43% 25
2026
Q1 		$9.32M Buy
64,527
+8,404
+15% +$1.27M 1.46% 25
2025
Q4 		$8.04M Buy
56,123
+4,135
+8% +$610K 1.3% 33
2025
Q3 		$7.99M Buy
51,988
+227
+0.4% +$35.5K 1.31% 33
2025
Q2 		$8.25M Buy
51,761
+125
+0.2% +$20.4K 1.47% 24
2025
Q1 		$8.8M Sell
51,636
-524
-1% -$87.8K 1.6% 23
2024
Q4 		$8.74M Sell
52,160
-691
-1% -$118K 1.65% 20
2024
Q3 		$9.15M Buy
52,851
+1,534
+3% +$260K 1.66% 18
2024
Q2 		$8.46M Buy
51,317
+1,460
+3% +$239K 1.7% 16
2024
Q1 		$8.09M Buy
49,857
+9,305
+23% +$1.46M 1.61% 20
2023
Q4 		$5.94M Sell
40,552
-1,939
-5% -$287K 1.28% 31
2023
Q3 		$6.2M Sell
42,491
-594
-1% -$90.7K 1.44% 23
2023
Q2 		$6.54M Buy
43,085
+231
+0.5% +$34.8K 1.44% 25
2023
Q1 		$6.37M Sell
42,854
-4,715
-10% -$674K 1.39% 26
2022
Q4 		$7.21M Sell
47,569
-2,329
-5% -$326K 1.55% 22
2022
Q3 		$6.3M Sell
49,898
-2,615
-5% -$371K 1.56% 23
2022
Q2 		$7.55M Buy
+52,513
New +$7.89M 1.76% 18

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Advocate Group's PG Position: Q3 2026 in Review

Advocate Group reduced its Procter & Gamble (PG) stake by 1.2% in Q3 2026, selling an estimated $116K and leaving 64,042 shares worth $9.3M. The position accounts for 1.44% of the portfolio, ranked #25.

Advocate Group first reported a position in PG in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.5M in Q2 2026. 1,954 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Advocate Group held 64,042 shares of Procter & Gamble worth $9.3M as of Q3 2026.
  • Advocate Group sold 795 Procter & Gamble shares in Q3 2026, an estimated $116K.
  • Procter & Gamble made up 1.44% of Advocate Group's portfolio in Q3 2026, its #25 holding.
  • Advocate Group first reported a position in Procter & Gamble in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Procter & Gamble position peaked at $9.5M in Q2 2026.
  • 1,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.