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

Elios 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
2025
Q2 		$525K Buy
3,297
+4
+0.1% +$653 0.24% 80
2025
Q1 		$561K Buy
3,293
+451
+16% +$75.5K 0.28% 65
2024
Q4 		$477K Buy
2,842
+181
+7% +$30.8K 0.23% 75
2024
Q3 		$461K Buy
+2,661
New +$452K 0.21% 82

Other funds holding PG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Elios Financial Group's PG Position: Q2 2025 in Review

Elios Financial Group increased its Procter & Gamble (PG) stake by 0.12% in Q2 2025, buying an estimated $653 and bringing the position to 3,297 shares worth $525K. The position accounts for 0.24% of the portfolio, ranked #80.

Elios Financial Group first reported a position in PG in Q3 2024 and has held it in 4 quarters since. The position peaked at $561K in Q1 2025. 3,962 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Elios Financial Group held 3,297 shares of Procter & Gamble worth $525K as of Q2 2025.
  • Elios Financial Group bought 4 Procter & Gamble shares in Q2 2025, an estimated $653.
  • Procter & Gamble made up 0.24% of Elios Financial Group's portfolio in Q2 2025, its #80 holding.
  • Elios Financial Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's Procter & Gamble position peaked at $561K in Q1 2025.
  • 3,962 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.