Castleview Partners
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Castleview Partners’s Procter & Gamble PG Stock Holding History

Castleview Partners’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 		$1.15M Buy
7,909
+702
+10% +$103K 0.5% 45
2026
Q2 		$1.06M Buy
7,207
+987
+16% +$144K 0.46% 48
2026
Q1 		$898K Buy
6,220
+523
+9% +$79.3K 0.46% 49
2025
Q4 		$816K Buy
5,697
+501
+10% +$73.9K 0.4% 53
2025
Q3 		$798K Buy
5,196
+143
+3% +$22.3K 0.43% 46
2025
Q2 		$805K Sell
5,053
-267
-5% -$43.6K 0.52% 40
2025
Q1 		$907K Buy
5,320
+110
+2% +$18.4K 0.61% 41
2024
Q4 		$865K Buy
5,210
+38
+0.7% +$6.47K 0.47% 47
2024
Q3 		$896K Buy
5,172
+70
+1% +$11.9K 0.52% 43
2024
Q2 		$841K Sell
5,102
-176
-3% -$28.8K 0.48% 48
2024
Q1 		$856K Buy
5,278
+287
+6% +$45K 0.48% 48
2023
Q4 		$731K Buy
4,991
+293
+6% +$43.4K 0.51% 37
2023
Q3 		$685K Buy
4,698
+3,462
+280% +$529K 0.63% 22
2023
Q2 		$188K Sell
1,236
-516
-29% -$77.8K 0.17% 122
2023
Q1 		$260K Buy
1,752
+43
+3% +$6.15K 0.23% 100
2022
Q4 		$259K Buy
1,709
+65
+4% +$9.11K 0.25% 96
2022
Q3 		$208K Buy
1,644
+1,579
+2,429% +$224K 0.2% 108
2022
Q2 		$1.07K Sell
65
-3,175
-98% -$477K ﹤0.01% 685
2022
Q1 		$495K Buy
+3,240
New +$507K 0.31% 62
2021
Q2 		$588K Buy
+4,360
New +$590K 0.26% 83
2018
Q1 		$810K Buy
+10,219
New +$852K 0.67% 40

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Castleview Partners's PG Position: Q3 2026 in Review

Castleview Partners increased its Procter & Gamble (PG) stake by 9.7% in Q3 2026, buying an estimated $103K and bringing the position to 7,909 shares worth $1.15M. The position accounts for 0.5% of the portfolio, ranked #45.

Castleview Partners first reported a position in PG in Q1 2018 and has held it in 21 quarters since. 1,260 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Castleview Partners held 7,909 shares of Procter & Gamble worth $1.15M as of Q3 2026.
  • Castleview Partners bought 702 Procter & Gamble shares in Q3 2026, an estimated $103K.
  • Procter & Gamble made up 0.5% of Castleview Partners's portfolio in Q3 2026, its #45 holding.
  • Castleview Partners first reported a position in Procter & Gamble in Q1 2018 and has held it in 21 quarters since.
  • 1,260 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.