Commonwealth Financial Services
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Commonwealth Financial Services’s Procter & Gamble PG Stock Holding History

Commonwealth Financial Services’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 		$2.37M Sell
16,284
-8,405
-34% -$1.23M 0.42% 45
2026
Q2 		$2.24M Buy
24,689
+10,091
+69% +$1.47M 0.3% 65
2026
Q1 		$2.11M Buy
14,598
+475
+3% +$72K 0.33% 54
2025
Q4 		$2.02M Sell
14,123
-810
-5% -$119K 0.33% 55
2025
Q3 		$2.29M Buy
14,933
+430
+3% +$67.2K 0.39% 49
2025
Q2 		$2.31M Sell
14,503
-300
-2% -$49K 0.44% 45
2025
Q1 		$2.52M Buy
14,803
+567
+4% +$95K 0.52% 44
2024
Q4 		$2.39M Buy
14,236
+444
+3% +$75.6K 0.47% 43
2024
Q3 		$2.39M Buy
13,792
+71
+0.5% +$12.1K 0.47% 44
2024
Q2 		$2.28M Sell
13,721
-8
-0.1% -$1.31K 0.47% 40
2024
Q1 		$2.01M Hold
13,729
– – 0.47% 38
2023
Q4 		$2.01M Sell
13,729
-269
-2% -$39.8K 0.47% 38
2023
Q3 		$2.04M Buy
+13,998
New +$2.14M 0.61% 39
2017
Q1 		$281K Sell
3,124
-1,972
-39% -$175K 0.31% 43
2016
Q4 		$446K Sell
5,096
-463
-8% -$39.5K 0.44% 27
2016
Q3 		$499K Buy
5,559
+1,000
+22% +$86.9K 0.47% 23
2016
Q2 		$386K Buy
4,559
+14
+0.3% +$1.15K 0.45% 24
2016
Q1 		$374K Sell
4,545
-1,528
-25% -$123K 0.55% 15
2015
Q4 		$482K Sell
6,073
-256
-4% -$19.6K 1.64% 17
2015
Q3 		$455K Buy
6,329
+5,043
+392% +$378K 0.53% 16
2015
Q2 		$101K Hold
1,286
– – 0.11% 66
2015
Q1 		$105K Hold
1,286
– – 0.09% 72
2014
Q4 		$117K Buy
+1,286
New +$113K 0.1% 66

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Commonwealth Financial Services's PG Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Procter & Gamble (PG) stake by 34% in Q3 2026, selling an estimated $1.23M and leaving 16,284 shares worth $2.37M. The position accounts for 0.42% of the portfolio, ranked #45.

Commonwealth Financial Services first reported a position in PG in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.52M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Commonwealth Financial Services held 16,284 shares of Procter & Gamble worth $2.37M as of Q3 2026.
  • Commonwealth Financial Services sold 8,405 Procter & Gamble shares in Q3 2026, an estimated $1.23M.
  • Procter & Gamble made up 0.42% of Commonwealth Financial Services's portfolio in Q3 2026, its #45 holding.
  • Commonwealth Financial Services first reported a position in Procter & Gamble in Q4 2014 and has held it in 23 quarters since.
  • Commonwealth Financial Services's Procter & Gamble position peaked at $2.52M in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.