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BAM Wealth Management’s Procter & Gamble PG Stock Holding History

BAM Wealth Management’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 		$650K Buy
4,430
+35
+0.8% +$5.09K 0.41% 69
2026
Q1 		$635K Buy
4,395
+7
+0.2% +$1.06K 0.47% 63
2025
Q4 		$629K Sell
4,388
-26
-0.6% -$3.83K 0.45% 62
2025
Q3 		$678K Buy
+4,414
New +$689K 0.53% 53

Other funds holding PG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BAM Wealth Management's PG Position: Q2 2026 in Review

BAM Wealth Management increased its Procter & Gamble (PG) stake by 0.8% in Q2 2026, buying an estimated $5.09K and bringing the position to 4,430 shares worth $650K. The position accounts for 0.41% of the portfolio, ranked #69.

BAM Wealth Management first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $678K in Q3 2025. 2,512 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BAM Wealth Management held 4,430 shares of Procter & Gamble worth $650K as of Q2 2026.
  • BAM Wealth Management bought 35 Procter & Gamble shares in Q2 2026, an estimated $5.09K.
  • Procter & Gamble made up 0.41% of BAM Wealth Management's portfolio in Q2 2026, its #69 holding.
  • BAM Wealth Management first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Procter & Gamble position peaked at $678K in Q3 2025.
  • 2,512 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.