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Atala Financial’s Procter & Gamble PG Stock Holding History

Atala 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 		$260K Hold
1,770
– – 0.16% 103
2026
Q1 		$256K Sell
1,770
-52
-3% -$7.88K 0.17% 102
2025
Q4 		$261K Sell
1,822
-44
-2% -$6.49K 0.17% 104
2025
Q3 		$287K Hold
1,866
– – 0.18% 103
2025
Q2 		$297K Hold
1,866
– – 0.21% 96
2025
Q1 		$318K Hold
1,866
– – 0.23% 88
2024
Q4 		$313K Buy
+1,866
New +$318K 0.22% 93

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Atala Financial's PG Position: Q2 2026 in Review

Atala Financial held its Procter & Gamble (PG) position steady in Q2 2026 at 1,770 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #103.

Atala Financial first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $318K in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Atala Financial held 1,770 shares of Procter & Gamble worth $260K as of Q2 2026.
  • Atala Financial left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.16% of Atala Financial's portfolio in Q2 2026, its #103 holding.
  • Atala Financial first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's Procter & Gamble position peaked at $318K in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.