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Bard Financial Services’s Procter & Gamble PG Stock Holding History

Bard Financial Services’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
Q3 		$10.7M Sell
69,386
-325
-0.5% -$50.8K 1.17% 21
2025
Q2 		$11.1M Sell
69,711
-75
-0.1% -$12.2K 1.33% 17
2025
Q1 		$11.9M Sell
69,786
-425
-0.6% -$71.2K 1.45% 14
2024
Q4 		$11.8M Sell
70,211
-275
-0.4% -$46.8K 1.41% 13
2024
Q3 		$12.2M Sell
70,486
-4,625
-6% -$785K 1.44% 13
2024
Q2 		$12.4M Hold
75,111
– – 1.28% 17
2024
Q1 		$12.2M Buy
75,111
+45
+0.1% +$7.06K 1.29% 18
2023
Q4 		$11M Buy
75,066
+1,295
+2% +$192K 1.23% 16
2023
Q3 		$10.8M Buy
73,771
+750
+1% +$115K 1.33% 19
2023
Q2 		$11.1M Sell
73,021
-1,735
-2% -$262K 0.84% 26
2023
Q1 		$11.1M Sell
74,756
-675
-0.9% -$96.5K 0.89% 28
2022
Q4 		$11.4M Sell
75,431
-210
-0.3% -$29.4K 0.97% 27
2022
Q3 		$9.55M Buy
75,641
+550
+0.7% +$78.1K 0.9% 27
2022
Q2 		$10.8M Sell
75,091
-200
-0.3% -$30.1K 0.99% 25
2022
Q1 		$11.5M Buy
75,291
+11
+0% +$1.72K 0.94% 25
2021
Q4 		$12.3M Buy
75,280
+586
+0.8% +$87K 0.99% 22
2021
Q3 		$10.4M Sell
74,694
-739
-1% -$105K 0.92% 24
2021
Q2 		$10.2M Buy
75,433
+12
+0% +$1.62K 0.91% 26
2021
Q1 		$10.2M Sell
75,421
-2,639
-3% -$344K 0.99% 25
2020
Q4 		$10.9M Buy
+78,060
New +$10.9M 1.09% 24

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bard Financial Services's PG Position: Q3 2025 in Review

Bard Financial Services reduced its Procter & Gamble (PG) stake by 0.47% in Q3 2025, selling an estimated $50.8K and leaving 69,386 shares worth $10.7M. The position accounts for 1.17% of the portfolio, ranked #21.

Bard Financial Services first reported a position in PG in Q4 2020 and has held it in 20 quarters since. The position peaked at $12.4M in Q2 2024. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Bard Financial Services held 69,386 shares of Procter & Gamble worth $10.7M as of Q3 2025.
  • Bard Financial Services sold 325 Procter & Gamble shares in Q3 2025, an estimated $50.8K.
  • Procter & Gamble made up 1.17% of Bard Financial Services's portfolio in Q3 2025, its #21 holding.
  • Bard Financial Services first reported a position in Procter & Gamble in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Procter & Gamble position peaked at $12.4M in Q2 2024.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.