Alpha Financial Partners’s Procter & Gamble PG Stock Holding History

Alpha Financial Partners’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	$298K	Buy	2,035 +169	+9%	+$24.6K	0.16%	80
2026 Q1	$270K	Buy	+1,866	New	+$283K	0.16%	79
2025 Q4	–	Sell	-1,438	Closed	-$221K	–	100
2025 Q3	$221K	Sell	1,438 -66	-4%	-$10.3K	0.14%	86
2025 Q2	$240K	Buy	1,504 +244	+19%	+$39.8K	0.17%	73
2025 Q1	$215K	Buy	1,260 +7	+0.6%	+$1.17K	0.17%	78
2024 Q4	$210K	Buy	+1,253	New	+$213K	0.17%	77
2024 Q3	–	Sell	-1,719	Closed	-$284K	–	142
2024 Q2	$284K	Buy	1,719 +54	+3%	+$8.83K	0.25%	47
2024 Q1	$270K	Buy	1,665 +2	+0.1%	+$314	0.25%	51
2023 Q4	$244K	Buy	1,663 +11	+0.7%	+$1.63K	0.24%	63
2023 Q3	$241K	Sell	1,652 -699	-30%	-$107K	0.28%	68
2023 Q2	$357K	Sell	2,351 -34	-1%	-$5.13K	0.38%	51
2023 Q1	$355K	Sell	2,385 -138	-5%	-$19.7K	0.4%	47
2022 Q4	$382K	Buy	+2,523	New	+$354K	0.46%	43

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alpha Financial Partners's PG Position: Q2 2026 in Review

Alpha Financial Partners increased its Procter & Gamble (PG) stake by 9.1% in Q2 2026, buying an estimated $24.6K and bringing the position to 2,035 shares worth $298K. The position accounts for 0.16% of the portfolio, ranked #80.

Alpha Financial Partners first reported a position in PG in Q4 2022 and has held it in 13 quarters since. The position peaked at $382K in Q4 2022. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Alpha Financial Partners held 2,035 shares of Procter & Gamble worth $298K as of Q2 2026.
Alpha Financial Partners bought 169 Procter & Gamble shares in Q2 2026, an estimated $24.6K.
Procter & Gamble made up 0.16% of Alpha Financial Partners's portfolio in Q2 2026, its #80 holding.
Alpha Financial Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
Alpha Financial Partners's Procter & Gamble position peaked at $382K in Q4 2022.
4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.