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

Copley 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 Q2	$342K	Sell	2,335 -937	-29%	-$136K	0.21%	68
2026 Q1	$473K	Sell	3,272 -215	-6%	-$32.6K	0.29%	54
2025 Q4	$500K	Buy	3,487 +204	+6%	+$30.1K	0.31%	46
2025 Q3	$504K	Buy	3,283 +5	+0.2%	+$781	0.35%	49
2025 Q2	$522K	Sell	3,278 -643	-16%	-$105K	0.39%	47
2025 Q1	$668K	Sell	3,921 -8	-0.2%	-$1.34K	0.51%	35
2024 Q4	$659K	Buy	3,929 +75	+2%	+$12.8K	0.5%	34
2024 Q3	$668K	Buy	+3,854	New	+$654K	0.61%	31

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Copley Financial Group's PG Position: Q2 2026 in Review

Copley Financial Group reduced its Procter & Gamble (PG) stake by 29% in Q2 2026, selling an estimated $136K and leaving 2,335 shares worth $342K. The position accounts for 0.21% of the portfolio, ranked #68.

Copley Financial Group first reported a position in PG in Q3 2024 and has held it in 8 quarters since. The position peaked at $668K in Q1 2025. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Copley Financial Group held 2,335 shares of Procter & Gamble worth $342K as of Q2 2026.
Copley Financial Group sold 937 Procter & Gamble shares in Q2 2026, an estimated $136K.
Procter & Gamble made up 0.21% of Copley Financial Group's portfolio in Q2 2026, its #68 holding.
Copley Financial Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's Procter & Gamble position peaked at $668K in Q1 2025.
4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.