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Burkett Financial Services’s Procter & Gamble PG Stock Holding History

Burkett Financial Services’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
Q3 		$163K Buy
1,124
+9
+0.8% +$1.32K 0.05% 64
2026
Q2 		$164K Buy
1,115
+8
+0.7% +$1.16K 0.05% 54
2026
Q1 		$160K Buy
1,107
+8
+0.7% +$1.21K 0.05% 56
2025
Q4 		$158K Buy
1,099
+7
+0.6% +$1.03K 0.05% 56
2025
Q3 		$168K Sell
1,092
-75
-6% -$11.7K 0.06% 57
2025
Q2 		$186K Buy
1,167
+8
+0.7% +$1.31K 0.07% 52
2025
Q1 		$198K Buy
1,159
+7
+0.6% +$1.17K 0.08% 47
2024
Q4 		$193K Buy
1,152
+6
+0.5% +$1.02K 0.08% 48
2024
Q3 		$198K Buy
1,146
+21
+2% +$3.56K 0.08% 46
2024
Q2 		$186K Sell
1,125
-234
-17% -$38.3K 0.1% 44
2024
Q1 		$221K Buy
1,359
+87
+7% +$13.6K 0.11% 41
2023
Q4 		$186K Buy
+1,272
New +$188K 0.1% 46

Other funds holding PG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Burkett Financial Services's PG Position: Q3 2026 in Review

Burkett Financial Services increased its Procter & Gamble (PG) stake by 0.81% in Q3 2026, buying an estimated $1.32K and bringing the position to 1,124 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #64.

Burkett Financial Services first reported a position in PG in Q4 2023 and has held it in 12 quarters since. The position peaked at $221K in Q1 2024. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Burkett Financial Services held 1,124 shares of Procter & Gamble worth $163K as of Q3 2026.
  • Burkett Financial Services bought 9 Procter & Gamble shares in Q3 2026, an estimated $1.32K.
  • Procter & Gamble made up 0.05% of Burkett Financial Services's portfolio in Q3 2026, its #64 holding.
  • Burkett Financial Services first reported a position in Procter & Gamble in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Procter & Gamble position peaked at $221K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.