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

BankPlus 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	$1.13M	Sell	7,738 -390	-5%	-$56.8K	0.51%	34
2026 Q1	$1.17M	Sell	8,128 -1,600	-16%	-$243K	0.61%	28
2025 Q4	$1.39M	Sell	9,728 -23	-0.2%	-$3.39K	0.77%	23
2025 Q3	$1.5M	Buy	9,751 +237	+2%	+$37K	0.88%	20
2025 Q2	$1.52M	Buy	9,514 +170	+2%	+$27.7K	1.01%	17
2025 Q1	$1.59M	Buy	9,344 +107	+1%	+$17.9K	1.17%	14
2024 Q4	$1.55M	Buy	+9,237	New	+$1.57M	1.15%	16

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

BankPlus Wealth Management reduced its Procter & Gamble (PG) stake by 4.8% in Q2 2026, selling an estimated $56.8K and leaving 7,738 shares worth $1.13M. The position accounts for 0.51% of the portfolio, ranked #34.

BankPlus Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.59M in Q1 2025. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

BankPlus Wealth Management held 7,738 shares of Procter & Gamble worth $1.13M as of Q2 2026.
BankPlus Wealth Management sold 390 Procter & Gamble shares in Q2 2026, an estimated $56.8K.
Procter & Gamble made up 0.51% of BankPlus Wealth Management's portfolio in Q2 2026, its #34 holding.
BankPlus Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Procter & Gamble position peaked at $1.59M in Q1 2025.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.