Barnes Pettey Financial Advisors’s Procter & Gamble PG Stock Holding History

Barnes Pettey Financial Advisors’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	$855K	Sell	5,834 -10	-0.2%	-$1.46K	0.27%	75
2026 Q1	$844K	Hold	5,844	–	–	0.37%	65
2025 Q4	$837K	Hold	5,844	–	–	0.41%	55
2025 Q3	$898K	Sell	5,844 -144	-2%	-$22.5K	0.49%	47
2025 Q2	$954K	Hold	5,988	–	–	0.64%	37
2025 Q1	$1.02M	Hold	5,988	–	–	0.79%	30
2024 Q4	$1M	Sell	5,988 -40	-0.7%	-$6.81K	0.77%	30
2024 Q3	$1.04M	Hold	6,028	–	–	0.83%	27
2024 Q2	$994K	Sell	6,028 -374	-6%	-$61.1K	0.86%	26
2024 Q1	$1.04M	Hold	6,402	–	–	0.9%	26
2023 Q4	$938K	Sell	6,402 -100	-2%	-$14.8K	0.76%	29
2023 Q3	$948K	Hold	6,502	–	–	0.87%	27
2023 Q2	$987K	Hold	6,502	–	–	0.85%	27
2023 Q1	$967K	Buy	6,502 +80	+1%	+$11.4K	0.92%	26
2022 Q4	$973K	Sell	6,422 -1,947	-23%	-$273K	1%	26
2022 Q3	$1.06M	Buy	8,369 +87	+1%	+$12.4K	1.44%	18
2022 Q2	$1.19M	Buy	8,282 +1,035	+14%	+$156K	1.54%	16
2022 Q1	$1.11M	Hold	7,247	–	–	1.34%	20
2021 Q4	$1.19M	Buy	+7,247	New	+$1.08M	1.36%	17

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

Barnes Pettey Financial Advisors's PG Position: Q2 2026 in Review

Barnes Pettey Financial Advisors reduced its Procter & Gamble (PG) stake by 0.17% in Q2 2026, selling an estimated $1.46K and leaving 5,834 shares worth $855K. The position accounts for 0.27% of the portfolio, ranked #75.

Barnes Pettey Financial Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.19M in Q2 2022. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Barnes Pettey Financial Advisors held 5,834 shares of Procter & Gamble worth $855K as of Q2 2026.
Barnes Pettey Financial Advisors sold 10 Procter & Gamble shares in Q2 2026, an estimated $1.46K.
Procter & Gamble made up 0.27% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #75 holding.
Barnes Pettey Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
Barnes Pettey Financial Advisors's Procter & Gamble position peaked at $1.19M in Q2 2022.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.