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Clark Financial Services Group’s Procter & Gamble PG Stock Holding History

Clark Financial Services Group’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 		– Sell
-2,047
Closed -$287K – 119
2025
Q4 		$287K Sell
2,047
-1
-0% -$147 0.15% 89
2025
Q3 		$315K Buy
2,048
+123
+6% +$19.2K 0.17% 88
2025
Q2 		$307K Buy
1,925
+71
+4% +$11.6K 0.19% 85
2025
Q1 		$316K Buy
1,854
+127
+7% +$21.3K 0.22% 70
2024
Q4 		$289K Buy
1,727
+38
+2% +$6.47K 0.22% 64
2024
Q3 		$293K Buy
1,689
+13
+0.8% +$2.21K 0.27% 50
2024
Q2 		$277K Buy
1,676
+20
+1% +$3.27K 0.29% 44
2024
Q1 		$269K Buy
+1,656
New +$260K 0.32% 45

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clark Financial Services Group's PG Position: Q1 2026 in Review

Clark Financial Services Group sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 2,047 shares — an estimated $287K sold.

Clark Financial Services Group first reported a position in PG in Q1 2024 and held it in 8 quarters. The position peaked at $316K in Q1 2025. 4,007 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Clark Financial Services Group reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 2,047 Procter & Gamble shares in Q1 2026, an estimated $287K.
  • Clark Financial Services Group first reported a position in Procter & Gamble in Q1 2024 and held it in 8 quarters.
  • Clark Financial Services Group's Procter & Gamble position peaked at $316K in Q1 2025.
  • 4,007 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Clark Financial Services Group's 13F filing for Q1 2026, filed 7 May 2026.