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Benedict Financial Advisors’s Procter & Gamble PG Stock Holding History

Benedict 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 		$5.17M Buy
35,285
+238
+0.7% +$34.6K 1.01% 26
2026
Q1 		$5.06M Buy
35,047
+384
+1% +$58.2K 1.05% 29
2025
Q4 		$4.97M Buy
34,663
+194
+0.6% +$28.6K 1.05% 29
2025
Q3 		$5.3M Buy
34,469
+191
+0.6% +$29.8K 1.15% 25
2025
Q2 		$5.46M Sell
34,278
-27
-0.1% -$4.41K 1.24% 25
2025
Q1 		$5.85M Sell
34,305
-12
-0% -$2.01K 1.36% 21
2024
Q4 		$5.75M Sell
34,317
-214
-0.6% -$36.4K 1.4% 21
2024
Q3 		$5.98M Sell
34,531
-485
-1% -$82.3K 1.41% 21
2024
Q2 		$5.77M Sell
35,016
-196
-0.6% -$32K 1.47% 18
2024
Q1 		$5.71M Sell
35,212
-204
-0.6% -$32K 1.45% 19
2023
Q4 		$5.19M Sell
35,416
-383
-1% -$56.7K 1.41% 21
2023
Q3 		$5.22M Buy
35,799
+175
+0.5% +$26.7K 1.51% 16
2023
Q2 		$5.41M Sell
35,624
-117
-0.3% -$17.6K 1.49% 17
2023
Q1 		$5.31M Buy
35,741
+641
+2% +$91.6K 1.5% 18
2022
Q4 		$5.32M Sell
35,100
-103
-0.3% -$14.4K 1.58% 17
2022
Q3 		$4.44M Sell
35,203
-173
-0.5% -$24.6K 1.42% 21
2022
Q2 		$5.09M Buy
35,376
+82
+0.2% +$12.3K 1.5% 20
2022
Q1 		$5.39M Sell
35,294
-303
-0.9% -$47.4K 1.44% 19
2021
Q4 		$5.82M Sell
35,597
-590
-2% -$87.6K 1.52% 14
2021
Q3 		$5.06M Sell
36,187
-147
-0.4% -$20.8K 1.41% 18
2021
Q2 		$4.9M Sell
36,334
-160
-0.4% -$21.6K 1.36% 20
2021
Q1 		$4.94M Sell
36,494
-367
-1% -$47.9K 1.43% 18
2020
Q4 		$5.13M Sell
36,861
-311
-0.8% -$43.5K 1.85% 16
2020
Q3 		$5.17M Sell
37,172
-361
-1% -$47.9K 1.99% 14
2020
Q2 		$4.49M Sell
37,533
-190
-0.5% -$22.2K 1.85% 15
2020
Q1 		$4.15M Sell
37,723
-956
-2% -$115K 1.95% 13
2019
Q4 		$4.83M Sell
38,679
-1,504
-4% -$184K 1.88% 16
2019
Q3 		$5M Sell
40,183
-1,988
-5% -$235K 2.05% 11
2019
Q2 		$4.62M Sell
42,171
-941
-2% -$100K 1.93% 15
2019
Q1 		$4.49M Sell
43,112
-180
-0.4% -$17.5K 1.95% 14
2018
Q4 		$3.98M Sell
43,292
-104
-0.2% -$9.3K 1.96% 13
2018
Q3 		$3.61M Sell
43,396
-277
-0.6% -$22.7K 1.62% 19
2018
Q2 		$3.41M Sell
43,673
-313
-0.7% -$23.6K 1.69% 18
2018
Q1 		$3.49M Sell
43,986
-1,199
-3% -$100K 1.75% 15
2017
Q4 		$4.15M Sell
45,185
-525
-1% -$47.2K 2% 13
2017
Q3 		$4.16M Sell
45,710
-1,101
-2% -$100K 2.14% 13
2017
Q2 		$4.15M Sell
46,811
-1,143
-2% -$101K 2.16% 13
2017
Q1 		$4.31M Sell
47,954
-1,046
-2% -$92.8K 2.34% 10
2016
Q4 		$4.12M Sell
49,000
-814
-2% -$69.4K 2.38% 9
2016
Q3 		$4.42M Sell
49,814
-689
-1% -$59.8K 2.58% 7
2016
Q2 		$4.28M Sell
50,503
-1,424
-3% -$117K 2.51% 7
2016
Q1 		$4.27M Sell
51,927
-131
-0.3% -$10.6K 2.6% 9
2015
Q4 		$4.13M Buy
52,058
+1,350
+3% +$103K 2.62% 8
2015
Q3 		$3.65M Buy
50,708
+190
+0.4% +$14.2K 2.53% 8
2015
Q2 		$4.08M Buy
50,518
+199
+0.4% +$16K 2.65% 6
2015
Q1 		$4.2M Buy
50,319
+491
+1% +$42.2K 2.7% 7
2014
Q4 		$4.27M Buy
+49,828
New +$4.38M 2.79% 7

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Benedict Financial Advisors's PG Position: Q2 2026 in Review

Benedict Financial Advisors increased its Procter & Gamble (PG) stake by 0.68% in Q2 2026, buying an estimated $34.6K and bringing the position to 35,285 shares worth $5.17M. The position accounts for 1.01% of the portfolio, ranked #26.

Benedict Financial Advisors first reported a position in PG in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.98M in Q3 2024. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Benedict Financial Advisors held 35,285 shares of Procter & Gamble worth $5.17M as of Q2 2026.
  • Benedict Financial Advisors bought 238 Procter & Gamble shares in Q2 2026, an estimated $34.6K.
  • Procter & Gamble made up 1.01% of Benedict Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Benedict Financial Advisors first reported a position in Procter & Gamble in Q4 2014 and has held it in 47 quarters since.
  • Benedict Financial Advisors's Procter & Gamble position peaked at $5.98M in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.