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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
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 $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

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

Cornerstone Financial Group increased its Procter & Gamble (PG) stake by 0.3% in Q1 2026, buying an estimated $758 and bringing the position to 1,673 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #67.

Cornerstone Financial Group first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $276K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Cornerstone Financial Group held 1,673 shares of Procter & Gamble worth $246K as of Q1 2026.
  • Cornerstone Financial Group bought 5 Procter & Gamble shares in Q1 2026, an estimated $758.
  • Procter & Gamble made up 0.16% of Cornerstone Financial Group's portfolio in Q1 2026, its #67 holding.
  • Cornerstone Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Cornerstone Financial Group's Procter & Gamble position peaked at $276K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Cornerstone Financial Group's 13F filing for Q1 2026, filed 6 May 2026.