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Clarity Financial’s Procter & Gamble PG Stock Holding History

Clarity Financial’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 		$441K Sell
3,006
-561
-16% -$81.7K 0.04% 82
2026
Q1 		$515K Sell
3,567
-2,488
-41% -$377K 0.06% 68
2025
Q4 		$868K Sell
6,055
-169,424
-97% -$25M 0.08% 55
2025
Q3 		$27M Buy
175,479
+38,129
+28% +$5.96M 2.68% 13
2025
Q2 		$21.9M Sell
137,350
-24,156
-15% -$3.94M 2.35% 17
2025
Q1 		$27.5M Buy
161,506
+44,849
+38% +$7.51M 3.17% 9
2024
Q4 		$19.6M Buy
116,657
+6,175
+6% +$1.05M 2.34% 14
2024
Q3 		$19.1M Buy
110,482
+8,774
+9% +$1.49M 2.22% 14
2024
Q2 		$16.8M Buy
101,708
+1,800
+2% +$294K 2.48% 15
2024
Q1 		$16.2M Sell
99,908
-10,154
-9% -$1.59M 2.45% 17
2023
Q4 		$16.1M Sell
110,062
-1,941
-2% -$287K 2.8% 11
2023
Q3 		$16.3M Buy
112,003
+24,025
+27% +$3.67M 2.74% 9
2023
Q2 		$13.3M Buy
87,978
+83,861
+2,037% +$12.6M 1.9% 13
2023
Q1 		$612K Sell
4,117
-47,620
-92% -$6.81M 2.26% 15
2022
Q4 		$7.84M Buy
51,737
+9,049
+21% +$1.27M 1.51% 16
2022
Q3 		$5.39M Sell
42,688
-12,205
-22% -$1.73M 1.26% 23
2022
Q2 		$7.89M Sell
54,893
-7,492
-12% -$1.13M 1.71% 19
2022
Q1 		$9.53M Buy
62,385
+13,665
+28% +$2.14M 1.93% 16
2021
Q4 		$7.97M Buy
48,720
+24,270
+99% +$3.6M 1.24% 27
2021
Q3 		$3.42M Buy
24,450
+1,890
+8% +$268K 0.56% 47
2021
Q2 		$3.04M Buy
22,560
+1,062
+5% +$144K 0.58% 44
2021
Q1 		$2.91M Buy
21,498
+19,388
+919% +$2.53M 0.59% 46
2020
Q4 		$294K Buy
+2,110
New +$295K 0.07% 69

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Clarity Financial's PG Position: Q2 2026 in Review

Clarity Financial reduced its Procter & Gamble (PG) stake by 16% in Q2 2026, selling an estimated $81.7K and leaving 3,006 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #82.

Clarity Financial first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.5M in Q1 2025. 1,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Clarity Financial held 3,006 shares of Procter & Gamble worth $441K as of Q2 2026.
  • Clarity Financial sold 561 Procter & Gamble shares in Q2 2026, an estimated $81.7K.
  • Procter & Gamble made up 0.04% of Clarity Financial's portfolio in Q2 2026, its #82 holding.
  • Clarity Financial first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Clarity Financial's Procter & Gamble position peaked at $27.5M in Q1 2025.
  • 1,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.