AF
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Affiance Financial’s Procter & Gamble PG Stock Holding History

Affiance Financial’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 		$510K Buy
3,481
+832
+31% +$121K 0.07% 74
2026
Q1 		$383K Sell
2,649
-18
-0.7% -$2.73K 0.06% 86
2025
Q4 		$382K Sell
2,667
-136
-5% -$20.1K 0.06% 78
2025
Q3 		$431K Buy
2,803
+69
+3% +$10.8K 0.08% 76
2025
Q2 		$436K Buy
2,734
+58
+2% +$9.47K 0.09% 70
2025
Q1 		$456K Sell
2,676
-79
-3% -$13.2K 0.11% 68
2024
Q4 		$462K Buy
2,755
+235
+9% +$40K 0.11% 71
2024
Q3 		$437K Sell
2,520
-49
-2% -$8.32K 0.11% 71
2024
Q2 		$424K Buy
2,569
+525
+26% +$85.8K 0.11% 69
2024
Q1 		$332K Sell
2,044
-134
-6% -$21K 0.09% 79
2023
Q4 		$319K Sell
2,178
-172
-7% -$25.5K 0.09% 84
2023
Q3 		$343K Sell
2,350
-107
-4% -$16.3K 0.17% 75
2023
Q2 		$373K Buy
2,457
+16
+0.7% +$2.41K 0.18% 80
2023
Q1 		$363K Buy
2,441
+1
+0% +$143 0.19% 75
2022
Q4 		$370K Buy
2,440
+371
+18% +$52K 0.15% 81
2022
Q3 		$261K Buy
2,069
+333
+19% +$47.3K 0.15% 71
2022
Q2 		$250K Hold
1,736
– – 0.13% 77
2022
Q1 		$265K Sell
1,736
-1,660
-49% -$260K 0.13% 81
2021
Q4 		$556K Hold
3,396
– – 0.23% 64
2021
Q3 		$475K Sell
3,396
-6
-0.2% -$850 0.21% 73
2021
Q2 		$459K Sell
3,402
-74
-2% -$10K 0.19% 77
2021
Q1 		$471K Hold
3,476
– – 0.21% 73
2020
Q4 		$484K Hold
3,476
– – 0.25% 62
2020
Q3 		$483K Buy
3,476
+156
+5% +$20.7K 0.28% 53
2020
Q2 		$397K Sell
3,320
-520
-14% -$60.6K 0.22% 61
2020
Q1 		$422K Hold
3,840
– – 0.29% 50
2019
Q4 		$480K Hold
3,840
– – 0.26% 53
2019
Q3 		$478K Hold
3,840
– – 0.29% 54
2019
Q2 		$421K Sell
3,840
-150
-4% -$16K 0.26% 60
2019
Q1 		$415K Hold
3,990
– – 0.26% 59
2018
Q4 		$367K Sell
3,990
-43
-1% -$3.84K 0.24% 64
2018
Q3 		$336K Hold
4,033
– – 0.22% 67
2018
Q2 		$315K Buy
4,033
+976
+32% +$73.5K 0.24% 70
2018
Q1 		$242K Sell
3,057
-129
-4% -$10.8K 0.21% 72
2017
Q4 		$293K Sell
3,186
-604
-16% -$54.3K 0.22% 65
2017
Q3 		$345K Sell
3,790
-11
-0.3% -$1K 0.28% 53
2017
Q2 		$331K Sell
3,801
-202
-5% -$17.8K 0.26% 54
2017
Q1 		$360K Buy
4,003
+96
+2% +$8.51K 0.28% 54
2016
Q4 		$329K Buy
3,907
+13
+0.3% +$1.11K 0.26% 62
2016
Q3 		$350K Sell
3,894
-46
-1% -$4K 0.28% 58
2016
Q2 		$334K Sell
3,940
-92
-2% -$7.55K 0.28% 61
2016
Q1 		$332K Buy
4,032
+990
+33% +$79.8K 0.32% 61
2015
Q4 		$242K Sell
3,042
-80
-3% -$6.11K 0.25% 72
2015
Q3 		$225K Hold
3,122
– – 0.28% 76
2015
Q2 		$244K Hold
3,122
– – 0.31% 80
2015
Q1 		$256K Hold
3,122
– – 0.39% 73
2014
Q4 		$284K Buy
+3,122
New +$275K 0.5% 58

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

Affiance Financial's PG Position: Q2 2026 in Review

Affiance Financial increased its Procter & Gamble (PG) stake by 31% in Q2 2026, buying an estimated $121K and bringing the position to 3,481 shares worth $510K. The position accounts for 0.07% of the portfolio, ranked #74.

Affiance Financial first reported a position in PG in Q4 2014 and has held it in 47 quarters since. The position peaked at $556K in Q4 2021. 1,980 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Affiance Financial held 3,481 shares of Procter & Gamble worth $510K as of Q2 2026.
  • Affiance Financial bought 832 Procter & Gamble shares in Q2 2026, an estimated $121K.
  • Procter & Gamble made up 0.07% of Affiance Financial's portfolio in Q2 2026, its #74 holding.
  • Affiance Financial first reported a position in Procter & Gamble in Q4 2014 and has held it in 47 quarters since.
  • Affiance Financial's Procter & Gamble position peaked at $556K in Q4 2021.
  • 1,980 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.