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Evanson Financial’s Procter & Gamble PG Stock Holding History

Evanson Financial’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
Q2 		$1.38M Buy
+9,396
New +$1.37M 0.07% 115

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evanson Financial's PG Position: Q2 2026 in Review

Evanson Financial opened a new position in Procter & Gamble (PG) in Q2 2026: 9,396 shares worth $1.38M. The stake represents 0.07% of the portfolio and ranks #115 among its holdings.

4,013 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Evanson Financial held 9,396 shares of Procter & Gamble worth $1.38M as of Q2 2026.
  • Procter & Gamble was a new Evanson Financial position in Q2 2026.
  • Procter & Gamble made up 0.07% of Evanson Financial's portfolio in Q2 2026, its #115 holding.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.