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ERn Financial LLC’s Procter & Gamble PG Stock Holding History

ERn Financial LLC’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
Q3 		– Sell
-1,470
Closed -$234K – 149
2025
Q2 		$234K Sell
1,470
-3,781
-72% -$617K 0.05% 132
2025
Q1 		$895K Sell
5,251
-90
-2% -$15.1K 0.14% 102
2024
Q4 		$895K Buy
5,341
+785
+17% +$134K 0.13% 106
2024
Q3 		$789K Buy
4,556
+360
+9% +$61.1K 0.12% 114
2024
Q2 		$692K Buy
4,196
+155
+4% +$25.3K 0.11% 118
2024
Q1 		$656K Buy
4,041
+115
+3% +$18K 0.11% 120
2023
Q4 		$582K Buy
3,926
+2,112
+116% +$313K 0.11% 117
2023
Q3 		$265K Buy
1,814
+1
+0.1% +$153 0.06% 150
2023
Q2 		$275K Buy
1,813
+1
+0.1% +$151 0.06% 154
2023
Q1 		$270K Hold
1,812
– – 0.06% 150
2022
Q4 		$275K Sell
1,812
-11
-0.6% -$1.54K 0.06% 152
2022
Q3 		$230K Buy
1,823
+170
+10% +$24.1K 0.06% 151
2022
Q2 		$238K Buy
1,653
+34
+2% +$5.11K 0.06% 149
2022
Q1 		$247K Buy
1,619
+47
+3% +$7.35K 0.05% 152
2021
Q4 		$257K Buy
1,572
+1
+0.1% +$148 0.06% 135
2021
Q3 		$220K Buy
1,571
+9
+0.6% +$1.28K 0.06% 132
2021
Q2 		$211K Buy
1,562
+46
+3% +$6.22K 0.07% 98
2021
Q1 		$205K Hold
1,516
– – 0.08% 91
2020
Q4 		$211K Buy
+1,516
New +$212K 0.09% 83
2020
Q1 		– Sell
-1,626
Closed -$203K – 79
2019
Q4 		$203K Buy
+1,626
New +$199K 0.12% 67

Other funds holding PG

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

ERn Financial LLC's PG Position: Q3 2025 in Review

ERn Financial LLC sold out of Procter & Gamble (PG) in Q3 2025, closing a stake of 1,470 shares — an estimated $234K sold.

ERn Financial LLC first reported a position in PG in Q4 2019 and held it in 20 quarters. The position peaked at $895K in Q4 2024. 3,902 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • ERn Financial LLC reported no remaining Procter & Gamble position as of Q3 2025 after selling out during the quarter.
  • ERn Financial LLC sold 1,470 Procter & Gamble shares in Q3 2025, an estimated $234K.
  • ERn Financial LLC first reported a position in Procter & Gamble in Q4 2019 and held it in 20 quarters.
  • ERn Financial LLC's Procter & Gamble position peaked at $895K in Q4 2024.
  • 3,902 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on ERn Financial LLC's 13F filing for Q3 2025, filed 30 Oct 2025.