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Balance Wealth’s Procter & Gamble PG Stock Holding History

Balance Wealth’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 		– Sell
-1,438
Closed -$208K – 174
2026
Q1 		$208K Buy
+1,438
New +$218K 0.06% 143

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

Balance Wealth's PG Position: Q2 2026 in Review

Balance Wealth sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,438 shares — an estimated $208K sold.

Balance Wealth first reported a position in PG in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Balance Wealth reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Balance Wealth sold 1,438 Procter & Gamble shares in Q2 2026, an estimated $208K.
  • Balance Wealth first reported a position in Procter & Gamble in Q1 2026 and held it in 1 quarter.
  • Balance Wealth's Procter & Gamble position peaked at $208K in Q1 2026.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.