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Bright Financial Advisors’s Procter & Gamble PG Stock Holding History

Bright Financial Advisors’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 		$296K Hold
2,015
– – 0.12% 56
2026
Q1 		$291K Hold
2,015
– – 0.13% 51
2025
Q4 		$289K Hold
2,015
– – 0.14% 51
2025
Q3 		$310K Hold
2,015
– – 0.15% 50
2025
Q2 		$321K Sell
2,015
-1,240
-38% -$202K 0.18% 43
2025
Q1 		$555K Buy
3,255
+1,240
+62% +$208K 0.34% 34
2024
Q4 		$338K Hold
2,015
– – 0.21% 43
2024
Q3 		$349K Hold
2,015
– – 0.22% 36
2024
Q2 		$332K Sell
2,015
-1
-0% -$163 0.23% 37
2024
Q1 		$330K Buy
+2,016
New +$316K 0.25% 33

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 $3.37T 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

Bright Financial Advisors's PG Position: Q2 2026 in Review

Bright Financial Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 2,015 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #56.

Bright Financial Advisors first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $555K in Q1 2025. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Bright Financial Advisors held 2,015 shares of Procter & Gamble worth $296K as of Q2 2026.
  • Bright Financial Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.12% of Bright Financial Advisors's portfolio in Q2 2026, its #56 holding.
  • Bright Financial Advisors first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
  • Bright Financial Advisors's Procter & Gamble position peaked at $555K in Q1 2025.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.