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

Brown 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 		$3.27M Buy
22,274
+542
+2% +$78.9K 1.14% 20
2026
Q1 		$3.14M Buy
21,732
+3,189
+17% +$483K 1.19% 20
2025
Q4 		$2.66M Buy
18,543
+494
+3% +$72.8K 0.97% 31
2025
Q3 		$2.77M Sell
18,049
-224
-1% -$35K 1.02% 30
2025
Q2 		$2.91M Sell
18,273
-2,217
-11% -$362K 1.14% 25
2025
Q1 		$3.49M Buy
20,490
+890
+5% +$149K 1.44% 20
2024
Q4 		$3.29M Buy
19,600
+8,905
+83% +$1.52M 1.32% 21
2024
Q3 		$1.85M Sell
10,695
-1,453
-12% -$247K 0.76% 40
2024
Q2 		$2M Buy
+12,148
New +$1.99M 0.9% 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

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

Brown Financial Advisors increased its Procter & Gamble (PG) stake by 2.5% in Q2 2026, buying an estimated $78.9K and bringing the position to 22,274 shares worth $3.27M. The position accounts for 1.14% of the portfolio, ranked #20.

Brown Financial Advisors first reported a position in PG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.49M in Q1 2025. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Brown Financial Advisors held 22,274 shares of Procter & Gamble worth $3.27M as of Q2 2026.
  • Brown Financial Advisors bought 542 Procter & Gamble shares in Q2 2026, an estimated $78.9K.
  • Procter & Gamble made up 1.14% of Brown Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Brown Financial Advisors first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • Brown Financial Advisors's Procter & Gamble position peaked at $3.49M in Q1 2025.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.