CFO
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Custos Family Office’s Procter & Gamble PG Stock Holding History

Custos Family Office’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
2025
Q4 		– Sell
-1,774
Closed -$273K – 67
2025
Q3 		$273K Buy
1,774
+166
+10% +$25.9K 0.15% 51
2025
Q2 		$256K Buy
1,608
+301
+23% +$49.1K 0.08% 64
2025
Q1 		$223K Buy
+1,307
New +$219K 0.08% 64

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Custos Family Office's PG Position: Q4 2025 in Review

Custos Family Office sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,774 shares — an estimated $273K sold.

Custos Family Office first reported a position in PG in Q1 2025 and held it in 3 quarters. The position peaked at $273K in Q3 2025. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Custos Family Office reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Custos Family Office sold 1,774 Procter & Gamble shares in Q4 2025, an estimated $273K.
  • Custos Family Office first reported a position in Procter & Gamble in Q1 2025 and held it in 3 quarters.
  • Custos Family Office's Procter & Gamble position peaked at $273K in Q3 2025.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.