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

Coordinated 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
Q1 		$459K Hold
3,177
– – 0.26% 105
2025
Q4 		$455K Buy
+3,177
New +$468K 0.26% 106

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VPM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coordinated Financial Services's PG Position: Q1 2026 in Review

Coordinated Financial Services held its Procter & Gamble (PG) position steady in Q1 2026 at 3,177 shares worth $459K. The position accounts for 0.26% of the portfolio, ranked #105.

Coordinated Financial Services first reported a position in PG in Q4 2025 and has held it in 2 quarters since. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Coordinated Financial Services held 3,177 shares of Procter & Gamble worth $459K as of Q1 2026.
  • Coordinated Financial Services left its Procter & Gamble share count unchanged in Q1 2026.
  • Procter & Gamble made up 0.26% of Coordinated Financial Services's portfolio in Q1 2026, its #105 holding.
  • Coordinated Financial Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.