BOK Financial Private Wealth’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $310K | Sell |
2,117
-84
| -4% | -$12.2K | 0.02% | 150 |
|
|
2026
Q1 | $318K | Sell |
2,201
-833
| -27% | -$126K | 0.02% | 151 |
|
|
2025
Q4 | $435K | Sell |
3,034
-67
| -2% | -$9.88K | 0.03% | 135 |
|
|
2025
Q3 | $476K | Buy |
3,101
+68
| +2% | +$10.6K | 0.03% | 127 |
|
|
2025
Q2 | $483K | Sell |
3,033
-131
| -4% | -$21.4K | 0.03% | 125 |
|
|
2025
Q1 | $539K | Sell |
3,164
-240
| -7% | -$40.2K | 0.04% | 120 |
|
|
2024
Q4 | $571K | Sell |
3,404
-1,438
| -30% | -$245K | 0.04% | 121 |
|
|
2024
Q3 | $839K | Buy |
4,842
+1,113
| +30% | +$189K | 0.06% | 108 |
|
|
2024
Q2 | $615K | Sell |
3,729
-119
| -3% | -$19.5K | 0.04% | 116 |
|
|
2024
Q1 | $624K | Sell |
3,848
-159
| -4% | -$24.9K | 0.05% | 118 |
|
|
2023
Q4 | $587K | Buy |
4,007
+369
| +10% | +$54.7K | 0.05% | 115 |
|
|
2023
Q3 | $531K | Hold |
3,638
| – | – | 0.05% | 120 |
|
|
2023
Q2 | $552K | Sell |
3,638
-16
| -0.4% | -$2.41K | 0.05% | 120 |
|
|
2023
Q1 | $543K | Buy |
3,654
+16
| +0.4% | +$2.29K | 0.04% | 126 |
|
|
2022
Q4 | $551K | Sell |
3,638
-588
| -14% | -$82.4K | 0.05% | 126 |
|
|
2022
Q3 | $534K | Buy |
4,226
+1,520
| +56% | +$216K | 0.05% | 125 |
|
|
2022
Q2 | $389K | Sell |
2,706
-10,002
| -79% | -$1.5M | 0.03% | 138 |
|
|
2022
Q1 | $1.94M | Buy |
12,708
+3,193
| +34% | +$500K | 0.14% | 99 |
|
|
2021
Q4 | $1.56M | Buy |
9,515
+1,250
| +15% | +$186K | 0.11% | 108 |
|
|
2021
Q3 | $1.16M | Buy |
8,265
+1,793
| +28% | +$254K | 0.09% | 104 |
|
|
2021
Q2 | $873K | Buy |
6,472
+1,462
| +29% | +$198K | 0.07% | 114 |
|
|
2021
Q1 | $679K | Sell |
5,010
-160
| -3% | -$20.9K | 0.06% | 114 |
|
|
2020
Q4 | $719K | Buy |
5,170
+1,223
| +31% | +$171K | 0.07% | 107 |
|
|
2020
Q3 | $549K | Buy |
3,947
+75
| +2% | +$9.96K | 0.06% | 113 |
|
|
2020
Q2 | $463K | Sell |
3,872
-608
| -14% | -$70.9K | 0.05% | 119 |
|
|
2020
Q1 | $493K | Buy |
4,480
+366
| +9% | +$43.9K | 0.06% | 129 |
|
|
2019
Q4 | $514K | Buy |
4,114
+170
| +4% | +$20.8K | 0.04% | 125 |
|
|
2019
Q3 | $491K | Buy |
3,944
+878
| +29% | +$104K | 0.07% | 69 |
|
|
2019
Q2 | $336K | Buy |
3,066
+383
| +14% | +$40.8K | 0.05% | 83 |
|
|
2019
Q1 | $279K | Sell |
2,683
-97
| -3% | -$9.44K | 0.04% | 90 |
|
|
2018
Q4 | $256K | Buy |
+2,780
| New | +$249K | 0.03% | 100 |
|
|
2018
Q2 | – | Sell |
-3,936
| Closed | -$312K | – | 118 |
|
|
2018
Q1 | $312K | Sell |
3,936
-656
| -14% | -$54.7K | 0.05% | 77 |
|
|
2017
Q4 | $422K | Sell |
4,592
-500
| -10% | -$45K | 0.07% | 64 |
|
|
2017
Q3 | $463K | Hold |
5,092
| – | – | 0.08% | 63 |
|
|
2017
Q2 | $444K | Sell |
5,092
-3,500
| -41% | -$309K | 0.06% | 72 |
|
|
2017
Q1 | $772K | Buy |
8,592
+1,484
| +21% | +$132K | 0.11% | 59 |
|
|
2016
Q4 | $598K | Sell |
7,108
-574
| -7% | -$48.9K | 0.09% | 69 |
|
|
2016
Q3 | $689K | Buy |
7,682
+84
| +1% | +$7.29K | 0.1% | 63 |
|
|
2016
Q2 | $643K | Buy |
7,598
+3,766
| +98% | +$309K | 0.1% | 63 |
|
|
2016
Q1 | $315K | Hold |
3,832
| – | – | 0.05% | 50 |
|
|
2015
Q4 | $304K | Hold |
3,832
| – | – | 0.05% | 57 |
|
|
2015
Q3 | $276K | Buy |
3,832
+500
| +15% | +$37.5K | 0.05% | 58 |
|
|
2015
Q2 | $261K | Buy |
+3,332
| New | +$268K | 0.04% | 68 |
|
|
2015
Q1 | – | Sell |
-2,704
| Closed | -$246K | – | 82 |
|
|
2014
Q4 | $246K | Hold |
2,704
| – | – | 0.04% | 68 |
|
|
2014
Q3 | $226K | Hold |
2,704
| – | – | 0.04% | 68 |
|
|
2014
Q2 | $213K | Sell |
2,704
-150
| -5% | -$12.1K | 0.04% | 70 |
|
|
2014
Q1 | $230K | Hold |
2,854
| – | – | 0.04% | 65 |
|
|
2013
Q4 | $232K | Hold |
2,854
| – | – | 0.04% | 62 |
|
|
2013
Q3 | $216K | Hold |
2,854
| – | – | 0.04% | 63 |
|
|
2013
Q2 | $220K | Buy |
+2,854
| New | +$224K | 0.05% | 50 |
|
Other funds holding PG
BOK Financial Private Wealth's PG Position: Q2 2026 in Review
BOK Financial Private Wealth reduced its Procter & Gamble (PG) stake by 3.8% in Q2 2026, selling an estimated $12.2K and leaving 2,117 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #150.
BOK Financial Private Wealth first reported a position in PG in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.94M in Q1 2022. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- BOK Financial Private Wealth held 2,117 shares of Procter & Gamble worth $310K as of Q2 2026.
- BOK Financial Private Wealth sold 84 Procter & Gamble shares in Q2 2026, an estimated $12.2K.
- Procter & Gamble made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #150 holding.
- BOK Financial Private Wealth first reported a position in Procter & Gamble in Q2 2013 and has held it in 50 quarters since.
- BOK Financial Private Wealth's Procter & Gamble position peaked at $1.94M in Q1 2022.
- 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.