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Catalyst Financial Partners’s Procter & Gamble PG Stock Holding History

Catalyst Financial 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
Q1 		$2.9M Buy
20,077
+1,212
+6% +$184K 0.34% 41
2025
Q4 		$2.7M Sell
18,865
-7,110
-27% -$1.05M 0.3% 38
2025
Q3 		$3.99M Sell
25,975
-259
-1% -$40.5K 0.48% 27
2025
Q2 		$4.18M Sell
26,234
-5,631
-18% -$919K 0.46% 25
2025
Q1 		$5.43M Buy
31,865
+150
+0.5% +$25.1K 1% 14
2024
Q4 		$5.32M Buy
31,715
+14,432
+84% +$2.46M 1% 17
2024
Q3 		$2.99M Buy
17,283
+303
+2% +$51.4K 0.59% 26
2024
Q2 		$2.8M Buy
16,980
+2,837
+20% +$464K 0.62% 27
2024
Q1 		$2.22M Buy
14,143
+132
+0.9% +$20.7K 0.57% 27
2023
Q4 		$2.05M Buy
14,011
+500
+4% +$74.1K 0.58% 28
2023
Q3 		$1.97M Buy
13,511
+1,106
+9% +$169K 0.64% 27
2023
Q2 		$1.88M Buy
12,405
+933
+8% +$141K 0.67% 24
2023
Q1 		$1.71M Buy
11,472
+919
+9% +$131K 0.73% 25
2022
Q4 		$1.6M Buy
+10,553
New +$1.48M 0.82% 23

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Catalyst Financial Partners's PG Position: Q1 2026 in Review

Catalyst Financial Partners increased its Procter & Gamble (PG) stake by 6.4% in Q1 2026, buying an estimated $184K and bringing the position to 20,077 shares worth $2.9M. The position accounts for 0.34% of the portfolio, ranked #41.

Catalyst Financial Partners first reported a position in PG in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.43M in Q1 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Catalyst Financial Partners held 20,077 shares of Procter & Gamble worth $2.9M as of Q1 2026.
  • Catalyst Financial Partners bought 1,212 Procter & Gamble shares in Q1 2026, an estimated $184K.
  • Procter & Gamble made up 0.34% of Catalyst Financial Partners's portfolio in Q1 2026, its #41 holding.
  • Catalyst Financial Partners first reported a position in Procter & Gamble in Q4 2022 and has held it in 14 quarters since.
  • Catalyst Financial Partners's Procter & Gamble position peaked at $5.43M in Q1 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.