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Colton Groome Financial Advisors’s Procter & Gamble PG Stock Holding History

Colton Groome Financial Advisors’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
Q3 		$261K Sell
1,794
-36
-2% -$5.28K 0.06% 132
2026
Q2 		$268K Sell
1,830
-111
-6% -$16.2K 0.06% 140
2026
Q1 		$280K Sell
1,941
-41
-2% -$6.22K 0.08% 114
2025
Q4 		$284K Buy
1,982
+86
+5% +$12.7K 0.08% 115
2025
Q3 		$291K Sell
1,896
-99
-5% -$15.5K 0.09% 111
2025
Q2 		$318K Hold
1,995
– – 0.11% 102
2025
Q1 		$324K Hold
1,995
– – 0.13% 93
2024
Q4 		$334K Buy
1,995
+62
+3% +$10.6K 0.13% 88
2024
Q3 		$335K Buy
1,933
+25
+1% +$4.24K 0.13% 101
2024
Q2 		$315K Sell
1,908
-30
-2% -$4.91K 0.12% 97
2024
Q1 		$314K Sell
1,938
-105
-5% -$16.5K 0.13% 92
2023
Q4 		$299K Sell
2,043
-3,482
-63% -$516K 0.13% 94
2023
Q3 		$806K Buy
5,525
+310
+6% +$47.4K 0.4% 54
2023
Q2 		$791K Buy
5,215
+835
+19% +$126K 0.37% 60
2023
Q1 		$651K Buy
4,380
+657
+18% +$93.9K 0.31% 65
2022
Q4 		$564K Buy
3,723
+1,780
+92% +$250K 0.28% 63
2022
Q3 		$245K Buy
1,943
+400
+26% +$56.8K 0.12% 94
2022
Q2 		$222K Buy
+1,543
New +$232K 0.11% 102
2022
Q1 		– Sell
-3,910
Closed -$640K – 130
2021
Q4 		$640K Buy
3,910
+25
+0.6% +$3.71K 0.26% 66
2021
Q3 		$543K Sell
3,885
-75
-2% -$10.6K 0.24% 63
2021
Q2 		$534K Buy
+3,960
New +$536K 0.24% 64

Other funds holding PG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Colton Groome Financial Advisors's PG Position: Q3 2026 in Review

Colton Groome Financial Advisors reduced its Procter & Gamble (PG) stake by 2% in Q3 2026, selling an estimated $5.28K and leaving 1,794 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #132.

Colton Groome Financial Advisors first reported a position in PG in Q2 2021 and has held it in 21 quarters since. The position peaked at $806K in Q3 2023. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Colton Groome Financial Advisors held 1,794 shares of Procter & Gamble worth $261K as of Q3 2026.
  • Colton Groome Financial Advisors sold 36 Procter & Gamble shares in Q3 2026, an estimated $5.28K.
  • Procter & Gamble made up 0.06% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #132 holding.
  • Colton Groome Financial Advisors first reported a position in Procter & Gamble in Q2 2021 and has held it in 21 quarters since.
  • Colton Groome Financial Advisors's Procter & Gamble position peaked at $806K in Q3 2023.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.