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
2025
Q2 		– Sell
-500
Closed -$85.2K – 1294
2025
Q1 		$85.2K Buy
+500
New +$83.7K ﹤0.01% 1230

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 53 quarters since. The position peaked at $55.1M in Q4 2014. 4,015 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 53 quarters since.
  • B. Riley Wealth Advisors's Procter & Gamble position peaked at $55.1M in Q4 2014.
  • 4,015 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.