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Cetera Trust Company’s Procter & Gamble PG Stock Holding History

Cetera Trust Company’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 		$313K Hold
2,168
– – 0.18% 113
2025
Q4 		$311K Hold
2,168
– – 0.17% 114
2025
Q3 		$333K Hold
2,168
– – 0.19% 98
2025
Q2 		$345K Hold
2,168
– – 0.21% 87
2025
Q1 		$369K Hold
2,168
– – 0.24% 72
2024
Q4 		$363K Sell
2,168
-50
-2% -$8.52K 0.24% 74
2024
Q3 		$384K Hold
2,218
– – 0.24% 77
2024
Q2 		$366K Sell
2,218
-350
-14% -$57.2K 0.23% 74
2024
Q1 		$417K Hold
2,568
– – 0.25% 67
2023
Q4 		$376K Buy
+2,568
New +$380K 0.23% 72

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

Cetera Trust Company's PG Position: Q1 2026 in Review

Cetera Trust Company held its Procter & Gamble (PG) position steady in Q1 2026 at 2,168 shares worth $313K. The position accounts for 0.18% of the portfolio, ranked #113.

Cetera Trust Company first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $417K in Q1 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cetera Trust Company held 2,168 shares of Procter & Gamble worth $313K as of Q1 2026.
  • Cetera Trust Company left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.18% of Cetera Trust Company's portfolio in Q1 2026, its #113 holding.
  • Cetera Trust Company first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Procter & Gamble position peaked at $417K in Q1 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.