Concurrent Investment Advisors’s Procter & Gamble PG Stock Holding History

Concurrent Investment 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 Q2	$27.4M	Buy	186,683 +7,432	+4%	+$1.08M	0.23%	80
2026 Q1	$25.9M	Buy	179,251 +15,964	+10%	+$2.42M	0.28%	70
2025 Q4	$23.4M	Buy	163,287 +40,507	+33%	+$5.97M	0.27%	74
2025 Q3	$18.9M	Sell	122,780 -2,628	-2%	-$410K	0.32%	60
2025 Q2	$20M	Buy	125,408 +5,406	+5%	+$882K	0.39%	50
2025 Q1	$20.5M	Buy	120,002 +25,059	+26%	+$4.2M	0.5%	38
2024 Q4	$15.9M	Buy	94,943 +834	+0.9%	+$142K	0.43%	49
2024 Q3	$16.3M	Buy	94,109 +4,035	+4%	+$685K	0.48%	43
2024 Q2	$14.9M	Buy	90,074 +15,567	+21%	+$2.54M	0.49%	43
2024 Q1	$12.1M	Sell	74,507 -4,783	-6%	-$750K	0.49%	47
2023 Q4	$11.6M	Buy	+79,290	New	+$11.7M	0.55%	40

Other funds holding PG

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Concurrent Investment Advisors's PG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Procter & Gamble (PG) stake by 4.1% in Q2 2026, buying an estimated $1.08M and bringing the position to 186,683 shares worth $27.4M. The position accounts for 0.23% of the portfolio, ranked #80.

Concurrent Investment Advisors first reported a position in PG in Q4 2023 and has held it in 11 quarters since. 1,668 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Concurrent Investment Advisors held 186,683 shares of Procter & Gamble worth $27.4M as of Q2 2026.
Concurrent Investment Advisors bought 7,432 Procter & Gamble shares in Q2 2026, an estimated $1.08M.
Procter & Gamble made up 0.23% of Concurrent Investment Advisors's portfolio in Q2 2026, its #80 holding.
Concurrent Investment Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
1,668 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.