Birch Financial Group’s Procter & Gamble PG Stock Holding History

Birch 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	$550K	Buy	3,749 +251	+7%	+$36.5K	0.28%	63
2026 Q1	$505K	Buy	3,498 +159	+5%	+$24.1K	0.3%	69
2025 Q4	$478K	Buy	3,339 +182	+6%	+$26.8K	0.27%	72
2025 Q3	$485K	Buy	3,157 +204	+7%	+$31.9K	0.29%	69
2025 Q2	$470K	Sell	2,953 -546	-16%	-$89.1K	0.38%	58
2025 Q1	$596K	Buy	3,499 +768	+28%	+$129K	0.53%	43
2024 Q4	$458K	Buy	+2,731	New	+$465K	0.52%	42

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

Birch Financial Group increased its Procter & Gamble (PG) stake by 7.2% in Q2 2026, buying an estimated $36.5K and bringing the position to 3,749 shares worth $550K. The position accounts for 0.28% of the portfolio, ranked #63.

Birch Financial Group first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $596K in Q1 2025. 1,065 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Birch Financial Group held 3,749 shares of Procter & Gamble worth $550K as of Q2 2026.
Birch Financial Group bought 251 Procter & Gamble shares in Q2 2026, an estimated $36.5K.
Procter & Gamble made up 0.28% of Birch Financial Group's portfolio in Q2 2026, its #63 holding.
Birch Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's Procter & Gamble position peaked at $596K in Q1 2025.
1,065 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.