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Cooper Financial Group’s Procter & Gamble PG Stock Holding History

Cooper Financial Group’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 		$2.89M Buy
19,897
+68
+0.3% +$9.96K 0.23% 77
2026
Q2 		$2.91M Sell
19,829
-354
-2% -$51.5K 0.24% 76
2026
Q1 		$2.92M Buy
20,183
+1,435
+8% +$218K 0.29% 61
2025
Q4 		$2.69M Sell
18,748
-1,183
-6% -$174K 0.29% 59
2025
Q3 		$3.06M Sell
19,931
-27
-0.1% -$4.22K 0.34% 50
2025
Q2 		$3.18M Sell
19,958
-9,269
-32% -$1.51M 0.37% 48
2025
Q1 		$4.98M Buy
29,227
+26
+0.1% +$4.36K 0.66% 31
2024
Q4 		$4.9M Buy
29,201
+628
+2% +$107K 0.59% 33
2024
Q3 		$4.95M Buy
28,573
+393
+1% +$66.7K 0.64% 29
2024
Q2 		$4.65M Buy
28,180
+7,950
+39% +$1.3M 0.68% 28
2024
Q1 		$3.28M Sell
20,230
-30
-0.1% -$4.71K 0.54% 29
2023
Q4 		$2.97M Sell
20,260
-1,026
-5% -$152K 0.54% 30
2023
Q3 		$3.1M Buy
21,286
+137
+0.6% +$20.9K 0.75% 26
2023
Q2 		$3.21M Buy
21,149
+462
+2% +$69.6K 0.8% 23
2023
Q1 		$3.08M Buy
20,687
+195
+1% +$27.9K 0.83% 21
2022
Q4 		$3.11M Buy
20,492
+239
+1% +$33.5K 0.95% 21
2022
Q3 		$2.56M Sell
20,253
-749
-4% -$106K 0.92% 22
2022
Q2 		$3.02M Buy
21,002
+497
+2% +$74.7K 1.1% 17
2022
Q1 		$3.13M Buy
20,505
+483
+2% +$75.6K 1.19% 14
2021
Q4 		$3.27M Buy
20,022
+48
+0.2% +$7.13K 1.24% 15
2021
Q3 		$2.79M Buy
19,974
+90
+0.5% +$12.8K 0.58% 34
2021
Q2 		$2.68M Buy
19,884
+353
+2% +$47.8K 0.55% 33
2021
Q1 		$2.65M Sell
19,531
-1,291
-6% -$168K 0.6% 30
2020
Q4 		$2.9M Buy
20,822
+1,274
+7% +$178K 0.59% 30
2020
Q3 		$2.72M Buy
19,548
+573
+3% +$76.1K 0.78% 25
2020
Q2 		$2.27M Buy
18,975
+10,585
+126% +$1.23M 0.73% 27
2020
Q1 		$923K Buy
8,390
+772
+10% +$92.7K 0.38% 43
2019
Q4 		$951K Buy
7,618
+4,789
+169% +$586K 0.38% 41
2019
Q3 		$352K Sell
2,829
-522
-16% -$61.7K 0.16% 88
2019
Q2 		$367K Buy
3,351
+285
+9% +$30.4K 0.18% 82
2019
Q1 		$319K Buy
3,066
+1
+0% +$97 0.18% 74
2018
Q4 		$282K Buy
+3,065
New +$274K 0.19% 74

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

Cooper Financial Group's PG Position: Q3 2026 in Review

Cooper Financial Group increased its Procter & Gamble (PG) stake by 0.34% in Q3 2026, buying an estimated $9.96K and bringing the position to 19,897 shares worth $2.89M. The position accounts for 0.23% of the portfolio, ranked #77.

Cooper Financial Group first reported a position in PG in Q4 2018 and has held it in 32 quarters since. The position peaked at $4.98M in Q1 2025. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Cooper Financial Group held 19,897 shares of Procter & Gamble worth $2.89M as of Q3 2026.
  • Cooper Financial Group bought 68 Procter & Gamble shares in Q3 2026, an estimated $9.96K.
  • Procter & Gamble made up 0.23% of Cooper Financial Group's portfolio in Q3 2026, its #77 holding.
  • Cooper Financial Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's Procter & Gamble position peaked at $4.98M in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.