Compass Financial Management’s Procter & Gamble PG Stock Holding History

Compass Financial Management’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	$802K	Buy	+5,435	New	+$791K	0.1%	203

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Compass Financial Management's PG Position: Q2 2026 in Review

Compass Financial Management opened a new position in Procter & Gamble (PG) in Q2 2026: 5,435 shares worth $802K. The stake represents 0.1% of the portfolio and ranks #203 among its holdings.

3,865 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Compass Financial Management held 5,435 shares of Procter & Gamble worth $802K as of Q2 2026.
Procter & Gamble was a new Compass Financial Management position in Q2 2026.
Procter & Gamble made up 0.1% of Compass Financial Management's portfolio in Q2 2026, its #203 holding.
3,865 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.