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BridgePort Financial Solutions’s Procter & Gamble PG Stock Holding History

BridgePort Financial Solutions’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 		$665K Buy
4,534
+368
+9% +$53.6K 0.17% 110
2026
Q1 		$602K Sell
4,166
-374
-8% -$56.7K 0.17% 111
2025
Q4 		$651K Buy
4,540
+2
+0% +$295 0.17% 109
2025
Q3 		$697K Buy
+4,538
New +$709K 0.19% 99

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

BridgePort Financial Solutions's PG Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Procter & Gamble (PG) stake by 8.8% in Q2 2026, buying an estimated $53.6K and bringing the position to 4,534 shares worth $665K. The position accounts for 0.17% of the portfolio, ranked #110.

BridgePort Financial Solutions first reported a position in PG in Q3 2025 and has held it in 4 quarters since. The position peaked at $697K in Q3 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BridgePort Financial Solutions held 4,534 shares of Procter & Gamble worth $665K as of Q2 2026.
  • BridgePort Financial Solutions bought 368 Procter & Gamble shares in Q2 2026, an estimated $53.6K.
  • Procter & Gamble made up 0.17% of BridgePort Financial Solutions's portfolio in Q2 2026, its #110 holding.
  • BridgePort Financial Solutions first reported a position in Procter & Gamble in Q3 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's Procter & Gamble position peaked at $697K in Q3 2025.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.