BFWA
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Benchmark Financial Wealth Advisors’s Procter & Gamble PG Stock Holding History

Benchmark Financial Wealth 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
2025
Q4 		– Sell
-1,456
Closed -$224K – 129
2025
Q3 		$224K Sell
1,456
-147
-9% -$23K 0.07% 108
2025
Q2 		$255K Sell
1,603
-135
-8% -$22K 0.08% 94
2025
Q1 		$296K Sell
1,738
-63
-3% -$10.6K 0.11% 82
2024
Q4 		$302K Sell
1,801
-31
-2% -$5.28K 0.1% 77
2024
Q3 		$317K Buy
1,832
+182
+11% +$30.9K 0.11% 74
2024
Q2 		$272K Sell
1,650
-20
-1% -$3.27K 0.1% 76
2024
Q1 		$271K Buy
+1,670
New +$262K 0.1% 72

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Benchmark Financial Wealth Advisors's PG Position: Q4 2025 in Review

Benchmark Financial Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,456 shares — an estimated $224K sold.

Benchmark Financial Wealth Advisors first reported a position in PG in Q1 2024 and held it in 7 quarters. The position peaked at $317K in Q3 2024. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Benchmark Financial Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 1,456 Procter & Gamble shares in Q4 2025, an estimated $224K.
  • Benchmark Financial Wealth Advisors first reported a position in Procter & Gamble in Q1 2024 and held it in 7 quarters.
  • Benchmark Financial Wealth Advisors's Procter & Gamble position peaked at $317K in Q3 2024.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.