CFFP
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Center for Financial Planning’s Procter & Gamble PG Stock Holding History

Center for Financial Planning’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 		$2.56M Sell
17,472
-962
-5% -$140K 0.24% 32
2026
Q1 		$2.66M Sell
18,434
-1,051
-5% -$159K 0.28% 31
2025
Q4 		$2.79M Buy
19,485
+41
+0.2% +$6.04K 0.29% 30
2025
Q3 		$2.99M Buy
19,444
+750
+4% +$117K 0.32% 26
2025
Q2 		$2.98M Sell
18,694
-85
-0.5% -$13.9K 0.34% 24
2025
Q1 		$3.2M Hold
18,779
– – 0.41% 18
2024
Q4 		$3.15M Sell
18,779
-695
-4% -$118K 0.42% 20
2024
Q3 		$3.37M Sell
19,474
-255
-1% -$43.3K 0.46% 17
2024
Q2 		$3.25M Sell
19,729
-37
-0.2% -$6.05K 0.47% 18
2024
Q1 		$3.21M Sell
19,766
-137
-0.7% -$21.5K 0.48% 18
2023
Q4 		$2.92M Buy
19,903
+190
+1% +$28.1K 0.54% 17
2023
Q3 		$2.88M Sell
19,713
-119
-0.6% -$18.2K 0.62% 14
2023
Q2 		$3.01M Sell
19,832
-154
-0.8% -$23.2K 0.63% 13
2023
Q1 		$2.97M Sell
19,986
-1,366
-6% -$195K 0.69% 12
2022
Q4 		$3.24M Sell
21,352
-922
-4% -$129K 0.79% 12
2022
Q3 		$2.81M Buy
22,274
+1,303
+6% +$185K 0.75% 13
2022
Q2 		$3.02M Buy
20,971
+340
+2% +$51.1K 0.77% 13
2022
Q1 		$3.15M Buy
20,631
+384
+2% +$60.1K 0.65% 13
2021
Q4 		$3.31M Sell
20,247
-23
-0.1% -$3.42K 0.68% 12
2021
Q3 		$2.83M Buy
20,270
+816
+4% +$116K 0.69% 13
2021
Q2 		$2.63M Sell
19,454
-786
-4% -$106K 0.65% 14
2021
Q1 		$2.74M Buy
20,240
+1,051
+5% +$137K 0.72% 13
2020
Q4 		$2.67M Sell
19,189
-900
-4% -$126K 0.76% 13
2020
Q3 		$2.79M Hold
20,089
– – 0.9% 13
2020
Q2 		$2.4M Sell
20,089
-189
-0.9% -$22K 0.84% 13
2020
Q1 		$2.23M Sell
20,278
-98
-0.5% -$11.8K 0.75% 10
2019
Q4 		$2.54M Buy
+20,376
New +$2.49M 0.64% 11

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Center for Financial Planning's PG Position: Q2 2026 in Review

Center for Financial Planning reduced its Procter & Gamble (PG) stake by 5.2% in Q2 2026, selling an estimated $140K and leaving 17,472 shares worth $2.56M. The position accounts for 0.24% of the portfolio, ranked #32.

Center for Financial Planning first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.37M in Q3 2024. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Center for Financial Planning held 17,472 shares of Procter & Gamble worth $2.56M as of Q2 2026.
  • Center for Financial Planning sold 962 Procter & Gamble shares in Q2 2026, an estimated $140K.
  • Procter & Gamble made up 0.24% of Center for Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Center for Financial Planning first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Procter & Gamble position peaked at $3.37M in Q3 2024.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.