BRWA
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B. Riley Wealth Advisors’s Procter & Gamble PG Stock Holding History

B. Riley Wealth 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 		$9.31M Sell
62,714
-1,004
-2% -$146K 0.5% 39
2026
Q1 		$9.22M Sell
63,718
-5,694
-8% -$863K 0.58% 29
2025
Q4 		$9.95M Sell
69,412
-2,325
-3% -$343K 0.46% 36
2025
Q3 		$11M Sell
71,737
-6,165
-8% -$963K 0.51% 33
2025
Q2 		$12.4M Buy
+77,902
New +$12.7M 0.58% 31
2024
Q4 		$29.4M Buy
175,168
+28,798
+20% +$4.9M 0.96% 10
2024
Q3 		$25.1M Sell
146,370
-82,226
-36% -$14M 0.7% 17
2024
Q2 		$37.7M Buy
228,596
+65,207
+40% +$10.7M 0.96% 10
2024
Q1 		$23.8M Sell
163,389
-20,519
-11% -$3.22M 0.64% 25
2023
Q4 		$26.9M Buy
183,908
+20,519
+13% +$3.04M 0.73% 17
2023
Q3 		$23.8M Sell
163,389
-344
-0.2% -$52.5K 0.64% 25
2023
Q2 		$24.8M Sell
163,733
-16,196
-9% -$2.44M 0.56% 30
2023
Q1 		$26.8M Buy
179,929
+46,608
+35% +$6.66M 0.71% 18
2022
Q4 		$20.2M Sell
133,321
-75
-0.1% -$10.5K 0.57% 32
2022
Q3 		$16.8M Buy
133,396
+42,662
+47% +$6.06M 0.51% 36
2022
Q2 		$13M Sell
90,734
-33,746
-27% -$5.07M 0.55% 33
2022
Q1 		$19M Sell
124,480
-4,114
-3% -$644K 0.62% 23
2021
Q4 		$21M Sell
128,594
-2,280
-2% -$339K 0.61% 21
2021
Q3 		$18.3M Buy
130,874
+5,749
+5% +$815K 0.58% 25
2021
Q2 		$16.9M Buy
125,125
+398
+0.3% +$53.9K 0.55% 27
2021
Q1 		$16.9M Buy
124,727
+79,504
+176% +$10.4M 0.6% 27
2020
Q4 		$6.29M Sell
45,223
-18,299
-29% -$2.56M 0.34% 69
2020
Q3 		$8.59M Buy
63,522
+13,139
+26% +$1.74M 0.46% 51
2020
Q2 		$6.03M Buy
50,383
+2,493
+5% +$291K 0.4% 61
2020
Q1 		$5.27M Buy
47,890
+7,479
+19% +$898K 0.45% 48
2019
Q4 		$5.05M Sell
40,411
-286
-0.7% -$35K 0.43% 50
2019
Q3 		$5.06M Buy
40,697
+2,197
+6% +$260K 0.5% 39
2019
Q2 		$4.22M Buy
38,500
+2,211
+6% +$236K 0.46% 42
2019
Q1 		$3.78M Buy
36,289
+363
+1% +$35.3K 0.47% 45
2018
Q4 		$3.3M Sell
35,926
-240
-0.7% -$21.5K 0.47% 47
2018
Q3 		$3.01M Buy
36,166
+3,083
+9% +$252K 0.36% 60
2018
Q2 		$2.58M Buy
33,083
+1,644
+5% +$124K 0.34% 61
2018
Q1 		$2.49M Sell
31,439
-3,760
-11% -$313K 0.35% 69
2017
Q4 		$3.24M Buy
35,199
+440
+1% +$39.6K 0.44% 53
2017
Q3 		$3.16M Sell
34,759
-389
-1% -$35.4K 0.53% 42
2017
Q2 		$3.06M Buy
35,148
+643
+2% +$56.7K 0.56% 41
2017
Q1 		$3.1M Sell
34,505
-10,165
-23% -$901K 0.62% 37
2016
Q4 		$3.76M Sell
44,670
-7,528
-14% -$642K 0.76% 28
2016
Q3 		$3.8M Sell
52,198
-14,428
-22% -$1.25M 0.75% 18
2016
Q2 		$4.81M Buy
66,626
+1,974
+3% +$162K 0.96% 10
2016
Q1 		$4.48M Sell
64,652
-2,414
-4% -$195K 1.04% 8
2015
Q4 		$5.33M Sell
67,066
-9,845
-13% -$752K 1.08% 10
2015
Q3 		$5.53M Buy
76,911
+3,117
+4% +$234K 1.33% 4
2015
Q2 		$5.78M Sell
73,794
-2,065
-3% -$166K 1.44% 5
2015
Q1 		$6.21M Sell
75,859
-11,750
-13% -$1.01M 1.51% 4
2014
Q4 		$55.1K Buy
87,609
+21,695
+33% +$1.91M 1.18% 4
2014
Q3 		$5.52M Sell
65,914
-13,940
-17% -$1.14M 1.44% 2
2014
Q2 		$3.97M Buy
79,854
+50,569
+173% +$4.08M 0.93% 9
2014
Q1 		$2.36M Buy
29,285
+1,417
+5% +$112K 0.71% 24
2013
Q4 		$2.27M Sell
27,868
-292
-1% -$23.8K 0.72% 22
2013
Q3 		$2.13M Sell
28,160
-316
-1% -$25.1K 0.73% 21
2013
Q2 		$2.19M Buy
+28,476
New +$2.23M 0.74% 21

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

B. Riley Wealth Advisors's PG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Procter & Gamble (PG) stake by 1.6% in Q2 2026, selling an estimated $146K and leaving 62,714 shares worth $9.31M. The position accounts for 0.5% of the portfolio, ranked #39.

B. Riley Wealth Advisors first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $37.7M in Q2 2024. 1,430 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • B. Riley Wealth Advisors held 62,714 shares of Procter & Gamble worth $9.31M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,004 Procter & Gamble shares in Q2 2026, an estimated $146K.
  • Procter & Gamble made up 0.5% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • B. Riley Wealth Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Procter & Gamble position peaked at $37.7M in Q2 2024.
  • 1,430 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.