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Brogan Financial’s Procter & Gamble PG Stock Holding History

Brogan Financial’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 		$785K Buy
5,354
+10
+0.2% +$1.46K 0.31% 19
2026
Q1 		$772K Sell
5,344
-21
-0.4% -$3.18K 0.34% 17
2025
Q4 		$769K Buy
5,365
+8
+0.1% +$1.18K 0.34% 15
2025
Q3 		$823K Buy
5,357
+40
+0.8% +$6.25K 0.35% 14
2025
Q2 		$847K Sell
5,317
-143
-3% -$23.3K 0.38% 14
2025
Q1 		$931K Buy
5,460
+402
+8% +$67.3K 0.45% 11
2024
Q4 		$848K Sell
5,058
-365
-7% -$62.2K 0.42% 12
2024
Q3 		$939K Sell
5,423
-47
-0.9% -$7.98K 0.53% 12
2024
Q2 		$902K Buy
5,470
+210
+4% +$34.3K 0.57% 11
2024
Q1 		$854K Buy
5,260
+31
+0.6% +$4.86K 0.56% 12
2023
Q4 		$766K Buy
5,229
+24
+0.5% +$3.56K 0.57% 13
2023
Q3 		$759K Buy
5,205
+2
+0% +$305 0.67% 9
2023
Q2 		$790K Buy
5,203
+8
+0.2% +$1.21K 0.67% 9
2023
Q1 		$772K Buy
5,195
+2
+0% +$286 0.67% 9
2022
Q4 		$787K Buy
+5,193
New +$728K 0.7% 10

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 $3.38T AUM 44.17% 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

Brogan Financial's PG Position: Q2 2026 in Review

Brogan Financial increased its Procter & Gamble (PG) stake by 0.19% in Q2 2026, buying an estimated $1.46K and bringing the position to 5,354 shares worth $785K. The position accounts for 0.31% of the portfolio, ranked #19.

Brogan Financial first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $939K in Q3 2024. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Brogan Financial held 5,354 shares of Procter & Gamble worth $785K as of Q2 2026.
  • Brogan Financial bought 10 Procter & Gamble shares in Q2 2026, an estimated $1.46K.
  • Procter & Gamble made up 0.31% of Brogan Financial's portfolio in Q2 2026, its #19 holding.
  • Brogan Financial first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Brogan Financial's Procter & Gamble position peaked at $939K in Q3 2024.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.