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Approach Retirement Advisors’s Procter & Gamble PG Stock Holding History

Approach Retirement 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
Q2 		$789K Buy
5,378
+12
+0.2% +$1.75K 0.57% 36
2026
Q1 		$775K Buy
5,366
+148
+3% +$22.4K 0.64% 32
2025
Q4 		$748K Buy
+5,218
New +$769K 0.64% 33

Other funds holding PG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Approach Retirement Advisors's PG Position: Q2 2026 in Review

Approach Retirement Advisors increased its Procter & Gamble (PG) stake by 0.22% in Q2 2026, buying an estimated $1.75K and bringing the position to 5,378 shares worth $789K. The position accounts for 0.57% of the portfolio, ranked #36.

Approach Retirement Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 2,403 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Approach Retirement Advisors held 5,378 shares of Procter & Gamble worth $789K as of Q2 2026.
  • Approach Retirement Advisors bought 12 Procter & Gamble shares in Q2 2026, an estimated $1.75K.
  • Procter & Gamble made up 0.57% of Approach Retirement Advisors's portfolio in Q2 2026, its #36 holding.
  • Approach Retirement Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 2,403 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.