Eley Financial Management’s Procter & Gamble PG Stock Holding History

Eley Financial Management’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	-5,000	Closed	-$768K	–	68
2025 Q3	$768K	Hold	5,000	–	–	0.28%	58
2025 Q2	$797K	Hold	5,000	–	–	0.31%	57
2025 Q1	$853K	Hold	5,000	–	–	0.34%	57
2024 Q4	$838K	Buy	+5,000	New	+$852K	0.33%	58
2024 Q1	–	Sell	-5,000	Closed	-$733K	–	72
2023 Q4	$733K	Hold	5,000	–	–	0.34%	58
2023 Q3	$732K	Hold	5,000	–	–	0.37%	57
2023 Q2	$759K	Hold	5,000	–	–	0.37%	56
2023 Q1	$743K	Hold	5,000	–	–	0.38%	59
2022 Q4	$758K	Buy	+5,000	New	+$701K	0.41%	57

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eley Financial Management's PG Position: Q4 2025 in Review

Eley Financial Management sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 5,000 shares — an estimated $768K sold.

Eley Financial Management first reported a position in PG in Q4 2022 and held it in 9 quarters. The position peaked at $853K in Q1 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

Eley Financial Management reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
Eley Financial Management sold 5,000 Procter & Gamble shares in Q4 2025, an estimated $768K.
Eley Financial Management first reported a position in Procter & Gamble in Q4 2022 and held it in 9 quarters.
Eley Financial Management's Procter & Gamble position peaked at $853K in Q1 2025.
4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Eley Financial Management's 13F filing for Q4 2025, filed 12 Feb 2026.