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Beacon Financial Advisory’s Procter & Gamble PG Stock Holding History

Beacon Financial Advisory’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 		$1.4M Buy
9,532
+286
+3% +$41.6K 0.28% 83
2026
Q1 		$1.34M Buy
9,246
+148
+2% +$22.4K 0.3% 79
2025
Q4 		$1.3M Sell
9,098
-396
-4% -$58.4K 0.3% 80
2025
Q3 		$1.46M Buy
9,494
+6,081
+178% +$950K 0.34% 72
2025
Q2 		$544K Buy
3,413
+312
+10% +$50.9K 0.14% 188
2025
Q1 		$528K Buy
3,101
+242
+8% +$40.5K 0.16% 162
2024
Q4 		$479K Buy
2,859
+211
+8% +$35.9K 0.16% 167
2024
Q3 		$459K Buy
2,648
+59
+2% +$10K 0.16% 170
2024
Q2 		$427K Buy
2,589
+56
+2% +$9.15K 0.16% 163
2024
Q1 		$411K Sell
2,533
-9,804
-79% -$1.54M 0.2% 140
2023
Q4 		$1.81M Sell
12,337
-40
-0.3% -$5.92K 0.87% 23
2023
Q3 		$1.81M Buy
12,377
+49
+0.4% +$7.49K 1% 21
2023
Q2 		$1.87M Buy
12,328
+240
+2% +$36.2K 1.07% 16
2023
Q1 		$1.8M Buy
12,088
+3
+0% +$429 1.14% 16
2022
Q4 		$1.83M Sell
12,085
-248
-2% -$34.8K 1.31% 16
2022
Q3 		$1.56M Sell
12,333
-1,791
-13% -$254K 1.11% 22
2022
Q2 		$2.03M Sell
14,124
-393
-3% -$59.1K 1.16% 16
2022
Q1 		$2.22M Buy
14,517
+46
+0.3% +$7.2K 1.06% 20
2021
Q4 		$2.37M Buy
14,471
+118
+0.8% +$17.5K 1.09% 18
2021
Q3 		$2.01M Buy
14,353
+21
+0.1% +$2.98K 1.04% 21
2021
Q2 		$1.93M Sell
14,332
-521
-4% -$70.5K 1.04% 21
2021
Q1 		$2.01M Buy
14,853
+1,542
+12% +$201K 1.15% 18
2020
Q4 		$1.85M Buy
13,311
+9,208
+224% +$1.29M 1.2% 19
2020
Q3 		$570K Buy
4,103
+274
+7% +$36.4K 0.5% 61
2020
Q2 		$457K Hold
3,829
– – 0.5% 59
2020
Q1 		$421K Sell
3,829
-602
-14% -$72.3K 0.54% 61
2019
Q4 		$553K Buy
+4,431
New +$542K 0.47% 60

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beacon Financial Advisory's PG Position: Q2 2026 in Review

Beacon Financial Advisory increased its Procter & Gamble (PG) stake by 3.1% in Q2 2026, buying an estimated $41.6K and bringing the position to 9,532 shares worth $1.4M. The position accounts for 0.28% of the portfolio, ranked #83.

Beacon Financial Advisory first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.37M in Q4 2021. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Beacon Financial Advisory held 9,532 shares of Procter & Gamble worth $1.4M as of Q2 2026.
  • Beacon Financial Advisory bought 286 Procter & Gamble shares in Q2 2026, an estimated $41.6K.
  • Procter & Gamble made up 0.28% of Beacon Financial Advisory's portfolio in Q2 2026, its #83 holding.
  • Beacon Financial Advisory first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's Procter & Gamble position peaked at $2.37M in Q4 2021.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.