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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Copley Financial Group's PG Position: Q1 2026 in Review

Copley Financial Group reduced its Procter & Gamble (PG) stake by 6.2% in Q1 2026, selling an estimated $32.6K and leaving 3,272 shares worth $473K. The position accounts for 0.29% of the portfolio, ranked #54.

Copley Financial Group first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $668K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Copley Financial Group held 3,272 shares of Procter & Gamble worth $473K as of Q1 2026.
  • Copley Financial Group sold 215 Procter & Gamble shares in Q1 2026, an estimated $32.6K.
  • Procter & Gamble made up 0.29% of Copley Financial Group's portfolio in Q1 2026, its #54 holding.
  • Copley Financial Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Procter & Gamble position peaked at $668K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.