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	$223K	Sell	1,500 -98,500	-99%	-$14.3M	0.01%	730
2026 Q1	$145K	Buy	100,000 +99,000	+9,900%	+$15M	0.01%	758
2025 Q4	$143K	Sell	1,000 -99,000	-99%	-$14.6M	0.01%	905
2025 Q3	$154K	Buy	100,000 +99,800	+49,900%	+$15.6M	0.01%	924
2025 Q2	$31.9K	Buy	+200	New	+$32.6K	﹤0.01%	1005

Other funds holding PG

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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. 1,499 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.
1,499 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.