Briaud Financial Planning’s Procter & Gamble PG Stock Holding History

Briaud Financial Planning’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 Q1	–	Sell	-1,410	Closed	-$202K	–	40
2025 Q4	$202K	Sell	1,410 -85	-6%	-$12.5K	0.05%	35
2025 Q3	$230K	Sell	1,495 -253	-14%	-$39.5K	0.08%	32
2025 Q2	$278K	Hold	1,748	–	–	0.11%	26
2025 Q1	$297K	Hold	1,748	–	–	0.12%	23
2024 Q4	$293K	Hold	1,748	–	–	0.12%	21
2024 Q3	$302K	Hold	1,748	–	–	0.16%	18
2024 Q2	$288K	Sell	1,748 -1	-0.1%	-$163	0.17%	18
2024 Q1	$284K	Buy	+1,749	New	+$274K	0.16%	18
2023 Q4	–	Sell	-1,767	Closed	-$257K	–	124
2023 Q3	$257K	Buy	1,767 +1	+0.1%	+$153	0.21%	20
2023 Q2	$268K	Buy	1,766 +90	+5%	+$13.6K	0.25%	17
2023 Q1	$249K	Buy	1,676 +266	+19%	+$38K	0.24%	17
2022 Q4	$213K	Sell	1,410 -250	-15%	-$35K	0.17%	22
2022 Q3	$224K	Hold	1,660	–	–	0.2%	26
2022 Q2	$238K	Hold	1,660	–	–	0.16%	24
2022 Q1	$253K	Buy	1,660 +282	+20%	+$44.1K	0.15%	23
2021 Q4	$225K	Buy	+1,378	New	+$205K	0.12%	23

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Briaud Financial Planning's PG Position: Q1 2026 in Review

Briaud Financial Planning sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,410 shares — an estimated $202K sold.

Briaud Financial Planning first reported a position in PG in Q4 2021 and held it in 16 quarters. The position peaked at $302K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Briaud Financial Planning reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
Briaud Financial Planning sold 1,410 Procter & Gamble shares in Q1 2026, an estimated $202K.
Briaud Financial Planning first reported a position in Procter & Gamble in Q4 2021 and held it in 16 quarters.
Briaud Financial Planning's Procter & Gamble position peaked at $302K in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Briaud Financial Planning's 13F filing for Q1 2026, filed 10 Apr 2026.