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

Erickson 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	$289K	Hold	2,000	–	–	0.18%	24
2025 Q4	$287K	Hold	2,000	–	–	0.18%	24
2025 Q3	$307K	Hold	2,000	–	–	0.19%	23
2025 Q2	$319K	Hold	2,000	–	–	0.22%	22
2025 Q1	$341K	Hold	2,000	–	–	0.25%	20
2024 Q4	$335K	Hold	2,000	–	–	0.24%	20
2024 Q3	$346K	Hold	2,000	–	–	0.25%	21
2024 Q2	$330K	Hold	2,000	–	–	0.25%	20
2024 Q1	$325K	Hold	2,000	–	–	0.25%	21
2023 Q4	$293K	Hold	2,000	–	–	0.24%	21
2023 Q3	$292K	Hold	2,000	–	–	0.27%	21
2023 Q2	$303K	Hold	2,000	–	–	0.28%	21
2023 Q1	$297K	Hold	2,000	–	–	0.3%	21
2022 Q4	$303K	Hold	2,000	–	–	0.33%	22
2022 Q3	$253K	Hold	2,000	–	–	0.28%	22
2022 Q2	$288K	Hold	2,000	–	–	0.31%	20
2022 Q1	$306K	Hold	2,000	–	–	0.28%	22
2021 Q4	$327K	Buy	+2,000	New	+$297K	0.28%	22

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Erickson Financial Group held its Procter & Gamble (PG) position steady in Q1 2026 at 2,000 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #24.

Erickson Financial Group first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $346K in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Erickson Financial Group held 2,000 shares of Procter & Gamble worth $289K as of Q1 2026.
Erickson Financial Group left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.18% of Erickson Financial Group's portfolio in Q1 2026, its #24 holding.
Erickson Financial Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
Erickson Financial Group's Procter & Gamble position peaked at $346K in Q3 2024.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.