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

Cornerstone Planning 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
Q3 		$388K Sell
2,569
-108
-4% -$15.8K 0.05% 122
2026
Q2 		$399K Buy
2,677
+19
+0.7% +$2.76K 0.05% 121
2026
Q1 		$385K Buy
2,658
+237
+10% +$35.9K 0.05% 111
2025
Q4 		$357K Buy
2,421
+2,125
+718% +$313K 0.06% 105
2025
Q3 		$61.3K Sell
296
-2,098
-88% -$328K 0.01% 291
2025
Q2 		$360K Buy
2,394
+634
+36% +$103K 0.07% 60
2025
Q1 		$292K Buy
1,760
+975
+124% +$163K 0.07% 67
2024
Q4 		$133K Buy
785
+8
+1% +$1.36K 0.03% 95
2024
Q3 		$130K Sell
777
-518
-40% -$87.9K 0.03% 96
2024
Q2 		$217K Buy
1,295
+523
+68% +$85.5K 0.06% 73
2024
Q1 		$127K Sell
772
-9
-1% -$1.41K 0.04% 105
2023
Q4 		$114K Sell
781
-11
-1% -$1.63K 0.04% 109
2023
Q3 		$116K Sell
792
-27
-3% -$4.12K 0.04% 108
2023
Q2 		$124K Buy
+819
New +$123K 0.05% 115
2022
Q4 		$174K Buy
+1,219
New +$171K 0.07% 108

Other funds holding PG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cornerstone Planning Group's PG Position: Q3 2026 in Review

Cornerstone Planning Group reduced its Procter & Gamble (PG) stake by 4% in Q3 2026, selling an estimated $15.8K and leaving 2,569 shares worth $388K. The position accounts for 0.05% of the portfolio, ranked #122.

Cornerstone Planning Group first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $399K in Q2 2026. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Cornerstone Planning Group held 2,569 shares of Procter & Gamble worth $388K as of Q3 2026.
  • Cornerstone Planning Group sold 108 Procter & Gamble shares in Q3 2026, an estimated $15.8K.
  • Procter & Gamble made up 0.05% of Cornerstone Planning Group's portfolio in Q3 2026, its #122 holding.
  • Cornerstone Planning Group first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's Procter & Gamble position peaked at $399K in Q2 2026.
  • 2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.