Clayton Financial Group’s Procter & Gamble PG Stock Holding History

Clayton Financial 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 Q2	$729K	Sell	4,971 -450	-8%	-$65.5K	0.4%	31
2026 Q1	$783K	Sell	5,421 -293	-5%	-$44.4K	0.4%	33
2025 Q4	$819K	Buy	5,714 +796	+16%	+$117K	0.42%	32
2025 Q3	$756K	Buy	+4,918	New	+$768K	0.55%	23
2025 Q2	–	Sell	-5,824	Closed	-$993K	–	89
2025 Q1	$993K	Buy	5,824 +20	+0.3%	+$3.35K	0.36%	45
2024 Q4	$973K	Buy	5,804 +2	+0%	+$341	0.35%	45
2024 Q3	$1M	Buy	5,802 +445	+8%	+$75.5K	0.38%	45
2024 Q2	$869K	Hold	5,357	–	–	0.38%	44
2024 Q1	$869K	Buy	+5,357	New	+$840K	0.4%	44

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Clayton Financial Group's PG Position: Q2 2026 in Review

Clayton Financial Group reduced its Procter & Gamble (PG) stake by 8.3% in Q2 2026, selling an estimated $65.5K and leaving 4,971 shares worth $729K. The position accounts for 0.4% of the portfolio, ranked #31.

Clayton Financial Group first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Clayton Financial Group held 4,971 shares of Procter & Gamble worth $729K as of Q2 2026.
Clayton Financial Group sold 450 Procter & Gamble shares in Q2 2026, an estimated $65.5K.
Procter & Gamble made up 0.4% of Clayton Financial Group's portfolio in Q2 2026, its #31 holding.
Clayton Financial Group first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
Clayton Financial Group's Procter & Gamble position peaked at $1M in Q3 2024.
1,086 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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