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

Cornerstone 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 		$246K Buy
1,679
+6
+0.4% +$873 0.15% 68
2026
Q1 		$246K Buy
1,673
+5
+0.3% +$758 0.16% 67
2025
Q4 		$239K Buy
1,668
+6
+0.4% +$885 0.17% 67
2025
Q3 		$255K Sell
1,662
-19
-1% -$2.97K 0.2% 64
2025
Q2 		$268K Buy
1,681
+29
+2% +$4.73K 0.23% 62
2025
Q1 		$266K Buy
1,652
+5
+0.3% +$837 0.24% 61
2024
Q4 		$276K Buy
+1,647
New +$281K 0.27% 59

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Cornerstone Financial Group increased its Procter & Gamble (PG) stake by 0.36% in Q2 2026, buying an estimated $873 and bringing the position to 1,679 shares worth $246K. The position accounts for 0.15% of the portfolio, ranked #68.

Cornerstone Financial Group first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q4 2024. 4,038 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Cornerstone Financial Group held 1,679 shares of Procter & Gamble worth $246K as of Q2 2026.
  • Cornerstone Financial Group bought 6 Procter & Gamble shares in Q2 2026, an estimated $873.
  • Procter & Gamble made up 0.15% of Cornerstone Financial Group's portfolio in Q2 2026, its #68 holding.
  • Cornerstone Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Cornerstone Financial Group's Procter & Gamble position peaked at $276K in Q4 2024.
  • 4,038 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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