Family Investment Center’s Procter & Gamble PG Stock Holding History

Family Investment Center’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	$295K	Hold	2,010	–	–	0.05%	95
2026 Q1	$290K	Buy	2,010 +102	+5%	+$15.5K	0.06%	65
2025 Q4	$273K	Hold	1,908	–	–	0.06%	79
2025 Q3	$293K	Hold	1,908	–	–	0.06%	73
2025 Q2	$304K	Hold	1,908	–	–	0.07%	69
2025 Q1	$325K	Hold	1,908	–	–	0.08%	60
2024 Q4	$320K	Hold	1,908	–	–	0.08%	65
2024 Q3	$330K	Sell	1,908 -375	-16%	-$63.7K	0.08%	61
2024 Q2	$377K	Buy	2,283 +375	+20%	+$61.3K	0.11%	48
2024 Q1	$310K	Buy	1,908 +34	+2%	+$5.33K	0.1%	58
2023 Q4	$275K	Buy	+1,874	New	+$278K	0.14%	51
2023 Q2	–	Sell	-1,383	Closed	-$206K	–	52
2023 Q1	$206K	Buy	+1,383	New	+$198K	0.14%	49

Other funds holding PG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Family Investment Center's PG Position: Q2 2026 in Review

Family Investment Center held its Procter & Gamble (PG) position steady in Q2 2026 at 2,010 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #95.

Family Investment Center first reported a position in PG in Q1 2023 and has held it in 12 quarters since. The position peaked at $377K in Q2 2024. 2,276 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Family Investment Center held 2,010 shares of Procter & Gamble worth $295K as of Q2 2026.
Family Investment Center left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up 0.05% of Family Investment Center's portfolio in Q2 2026, its #95 holding.
Family Investment Center first reported a position in Procter & Gamble in Q1 2023 and has held it in 12 quarters since.
Family Investment Center's Procter & Gamble position peaked at $377K in Q2 2024.
2,276 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026.