BBFA
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Brindle & Bay Financial Advisors’s Procter & Gamble PG Stock Holding History

Brindle & Bay 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 		$994K Buy
6,776
+1,480
+28% +$215K 0.5% 41
2026
Q1 		$765K Buy
5,296
+212
+4% +$32.1K 0.47% 50
2025
Q4 		$729K Buy
+5,084
New +$750K 0.48% 47

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

Brindle & Bay Financial Advisors's PG Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Procter & Gamble (PG) stake by 28% in Q2 2026, buying an estimated $215K and bringing the position to 6,776 shares worth $994K. The position accounts for 0.5% of the portfolio, ranked #41.

Brindle & Bay Financial Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 3,994 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Brindle & Bay Financial Advisors held 6,776 shares of Procter & Gamble worth $994K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 1,480 Procter & Gamble shares in Q2 2026, an estimated $215K.
  • Procter & Gamble made up 0.5% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #41 holding.
  • Brindle & Bay Financial Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.