BFG
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Berger Financial Group’s Procter & Gamble PG Stock Holding History

Berger Financial Group’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 		$1.01M Sell
6,920
-1,091
-14% -$159K 0.05% 212
2026
Q1 		$1.16M Buy
8,011
+50
+0.6% +$7.58K 0.06% 194
2025
Q4 		$1.14M Sell
7,961
-1,374
-15% -$203K 0.07% 197
2025
Q3 		$1.43M Sell
9,335
-50
-0.5% -$7.81K 0.09% 174
2025
Q2 		$1.5M Sell
9,385
-178
-2% -$29.1K 0.1% 158
2025
Q1 		$1.63M Sell
9,563
-140
-1% -$23.4K 0.11% 140
2024
Q4 		$1.63M Sell
9,703
-751
-7% -$128K 0.11% 136
2024
Q3 		$1.81M Buy
10,454
+473
+5% +$80.3K 0.13% 126
2024
Q2 		$1.65M Buy
9,981
+2,099
+27% +$343K 0.13% 122
2024
Q1 		$1.28M Buy
7,882
+326
+4% +$51.1K 0.11% 135
2023
Q4 		$1.11M Buy
7,556
+925
+14% +$137K 0.11% 115
2023
Q3 		$967K Buy
6,631
+1,786
+37% +$273K 0.11% 118
2023
Q2 		$735K Buy
4,845
+45
+0.9% +$6.78K 0.08% 133
2023
Q1 		$714K Sell
4,800
-55
-1% -$7.86K 0.09% 129
2022
Q4 		$736K Sell
4,855
-488
-9% -$68.4K 0.1% 128
2022
Q3 		$675K Sell
5,343
-54
-1% -$7.67K 0.1% 119
2022
Q2 		$776K Buy
5,397
+98
+2% +$14.7K 0.11% 106
2022
Q1 		$810K Buy
5,299
+108
+2% +$16.9K 0.1% 113
2021
Q4 		$849K Buy
5,191
+1,672
+48% +$248K 0.11% 114
2021
Q3 		$492K Hold
3,519
– – 0.09% 118
2021
Q2 		$475K Sell
3,519
-52
-1% -$7.04K 0.09% 123
2021
Q1 		$484K Buy
3,571
+392
+12% +$51.1K 0.11% 113
2020
Q4 		$442K Buy
+3,179
New +$444K 0.08% 134

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 $3.38T AUM 44.17% 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

Berger Financial Group's PG Position: Q2 2026 in Review

Berger Financial Group reduced its Procter & Gamble (PG) stake by 14% in Q2 2026, selling an estimated $159K and leaving 6,920 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #212.

Berger Financial Group first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.81M in Q3 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Berger Financial Group held 6,920 shares of Procter & Gamble worth $1.01M as of Q2 2026.
  • Berger Financial Group sold 1,091 Procter & Gamble shares in Q2 2026, an estimated $159K.
  • Procter & Gamble made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #212 holding.
  • Berger Financial Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Procter & Gamble position peaked at $1.81M in Q3 2024.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.