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 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 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

Bright Financial Advisors's PG Position: Q1 2026 in Review

Bright Financial Advisors held its Procter & Gamble (PG) position steady in Q1 2026 at 2,015 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #51.

Bright Financial Advisors first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $555K in Q1 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Bright Financial Advisors held 2,015 shares of Procter & Gamble worth $291K as of Q1 2026.
Bright Financial Advisors left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.13% of Bright Financial Advisors's portfolio in Q1 2026, its #51 holding.
Bright Financial Advisors first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's Procter & Gamble position peaked at $555K in Q1 2025.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.