Convergence Financial’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.52M Buy
23,972
+11,416
+91% +$1.66M 0.28% 58
2026
Q1
$1.81M Buy
12,556
+117
+0.9% +$17.7K 0.19% 70
2025
Q4
$1.78M Buy
12,439
+6
+0% +$885 0.26% 63
2025
Q3
$1.91M Sell
12,433
-151
-1% -$23.6K 0.29% 55
2025
Q2
$2M Buy
12,584
+48
+0.4% +$7.83K 0.34% 51
2025
Q1
$2.14M Buy
12,536
+738
+6% +$124K 0.42% 40
2024
Q4
$1.98M Buy
11,798
+26
+0.2% +$4.43K 0.39% 39
2024
Q3
$2.04M Buy
11,772
+1,534
+15% +$260K 0.43% 38
2024
Q2
$1.69M Buy
+10,238
New +$1.67M 0.45% 35

Other funds holding PG

Convergence Financial's PG Position: Q2 2026 in Review

Convergence Financial increased its Procter & Gamble (PG) stake by 91% in Q2 2026, buying an estimated $1.66M and bringing the position to 23,972 shares worth $3.52M. The position accounts for 0.28% of the portfolio, ranked #58.

Convergence Financial first reported a position in PG in Q2 2024 and has held it in 9 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Convergence Financial held 23,972 shares of Procter & Gamble worth $3.52M as of Q2 2026.
  • Convergence Financial bought 11,416 Procter & Gamble shares in Q2 2026, an estimated $1.66M.
  • Procter & Gamble made up 0.28% of Convergence Financial's portfolio in Q2 2026, its #58 holding.
  • Convergence Financial first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.