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AllGen Financial Advisors’s Procter & Gamble PG Stock Holding History

AllGen Financial Advisors’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
Q1 		– Sell
-1,929
Closed -$276K – 45
2025
Q4 		$276K Sell
1,929
-3,359
-64% -$495K 0.07% 34
2025
Q3 		$813K Sell
5,288
-5,375
-50% -$839K 0.2% 30
2025
Q2 		$1.7M Sell
10,663
-11,816
-53% -$1.93M 0.46% 30
2025
Q1 		$3.83M Sell
22,479
-74
-0.3% -$12.4K 1.13% 19
2024
Q4 		$3.78M Buy
22,553
+427
+2% +$72.7K 1.27% 17
2024
Q3 		$3.83M Buy
22,126
+543
+3% +$92.2K 1.24% 17
2024
Q2 		$3.56M Buy
21,583
+1,108
+5% +$181K 1.35% 15
2024
Q1 		$3.32M Sell
20,475
-204
-1% -$32K 1.35% 17
2023
Q4 		$3.03M Buy
20,679
+68
+0.3% +$10.1K 1.58% 16
2023
Q3 		$3.01M Sell
20,611
-91
-0.4% -$13.9K 2.14% 12
2023
Q2 		$3.14M Buy
20,702
+155
+0.8% +$23.4K 1.98% 13
2023
Q1 		$3.06M Sell
20,547
-130
-0.6% -$18.6K 2.13% 12
2022
Q4 		$3.13M Buy
20,677
+8,046
+64% +$1.13M 2.25% 10
2022
Q3 		$1.59M Sell
12,631
-3,756
-23% -$534K 1.24% 23
2022
Q2 		$2.36M Sell
16,387
-4,034
-20% -$606K 1.94% 17
2022
Q1 		$3.12M Sell
20,421
-906
-4% -$142K 2.61% 10
2021
Q4 		$3.49M Buy
21,327
+1,407
+7% +$209K 2.59% 12
2021
Q3 		$2.78M Buy
19,920
+13,367
+204% +$1.89M 2.27% 11
2021
Q2 		$884K Sell
6,553
-12,367
-65% -$1.67M 0.68% 27
2021
Q1 		$2.56M Buy
18,920
+854
+5% +$111K 2.09% 14
2020
Q4 		$2.51M Buy
+18,066
New +$2.52M 2.33% 12

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

AllGen Financial Advisors's PG Position: Q1 2026 in Review

AllGen Financial Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,929 shares — an estimated $276K sold.

AllGen Financial Advisors first reported a position in PG in Q4 2020 and held it in 21 quarters. The position peaked at $3.83M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • AllGen Financial Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • AllGen Financial Advisors sold 1,929 Procter & Gamble shares in Q1 2026, an estimated $276K.
  • AllGen Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and held it in 21 quarters.
  • AllGen Financial Advisors's Procter & Gamble position peaked at $3.83M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.