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Alpine Bank Wealth Management’s Procter & Gamble PG Stock Holding History

Alpine Bank Wealth Management’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 		$820K Sell
5,676
-309
-5% -$46.8K 0.12% 92
2025
Q4 		$858K Buy
5,985
+309
+5% +$45.6K 0.12% 84
2025
Q3 		$872K Buy
5,676
+3
+0.1% +$469 0.12% 82
2025
Q2 		$904K Sell
5,673
-1,329
-19% -$217K 0.14% 79
2025
Q1 		$1.19M Buy
+7,002
New +$1.17M 0.19% 65
2024
Q3 		$1.08M Buy
+6,209
New +$1.05M 0.17% 68

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Alpine Bank Wealth Management's PG Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its Procter & Gamble (PG) stake by 5.2% in Q1 2026, selling an estimated $46.8K and leaving 5,676 shares worth $820K. The position accounts for 0.12% of the portfolio, ranked #92.

Alpine Bank Wealth Management first reported a position in PG in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.19M in Q1 2025. 3,995 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Alpine Bank Wealth Management held 5,676 shares of Procter & Gamble worth $820K as of Q1 2026.
  • Alpine Bank Wealth Management sold 309 Procter & Gamble shares in Q1 2026, an estimated $46.8K.
  • Procter & Gamble made up 0.12% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #92 holding.
  • Alpine Bank Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 6 quarters since.
  • Alpine Bank Wealth Management's Procter & Gamble position peaked at $1.19M in Q1 2025.
  • 3,995 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.