BFS
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Bare Financial Services’s Procter & Gamble PG Stock Holding History

Bare 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
2026
Q1 		$24.1K Buy
167
+96
+135% +$14.6K 0.01% 122
2025
Q4 		$10.2K Sell
71
-66
-48% -$9.73K ﹤0.01% 240
2025
Q3 		$21.1K Buy
137
+14
+11% +$2.19K 0.01% 126
2025
Q2 		$19.6K Buy
123
+107
+669% +$17.5K 0.01% 113
2025
Q1 		$2.73K Buy
+16
New +$2.68K ﹤0.01% 192
2024
Q1 		– Sell
-108
Closed -$15.8K – 147
2023
Q4 		$15.8K Buy
+108
New +$16K 0.03% 68

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bare Financial Services's PG Position: Q1 2026 in Review

Bare Financial Services increased its Procter & Gamble (PG) stake by 135% in Q1 2026, buying an estimated $14.6K and bringing the position to 167 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #122.

Bare Financial Services first reported a position in PG in Q4 2023 and has held it in 6 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Bare Financial Services held 167 shares of Procter & Gamble worth $24.1K as of Q1 2026.
  • Bare Financial Services bought 96 Procter & Gamble shares in Q1 2026, an estimated $14.6K.
  • Procter & Gamble made up 0.01% of Bare Financial Services's portfolio in Q1 2026, its #122 holding.
  • Bare Financial Services first reported a position in Procter & Gamble in Q4 2023 and has held it in 6 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.