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Fi3 Financial Advisors’s Procter & Gamble PG Stock Holding History

Fi3 Financial Advisors’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 		$664K Sell
2,696
-5,618
-68% -$818K 0.16% 70
2026
Q1 		$1.2M Buy
8,314
+2,500
+43% +$379K 0.35% 28
2025
Q4 		$833K Sell
5,814
-750
-11% -$111K 0.25% 42
2025
Q3 		$1.01M Buy
6,564
+1,014
+18% +$158K 0.34% 32
2025
Q2 		$884K Sell
5,550
-311
-5% -$50.8K 0.32% 31
2025
Q1 		$999K Sell
5,861
-243
-4% -$40.7K 0.41% 28
2024
Q4 		$1.02M Sell
6,104
-73
-1% -$12.4K 0.38% 32
2024
Q3 		$1.07M Buy
6,177
+143
+2% +$24.3K 0.43% 27
2024
Q2 		$995K Buy
6,034
+90
+2% +$14.7K 0.44% 24
2024
Q1 		$978K Buy
5,944
+138
+2% +$21.6K 0.45% 24
2023
Q4 		$851K Sell
5,806
-329
-5% -$48.7K 0.41% 28
2023
Q3 		$895K Buy
6,135
+1,346
+28% +$206K 0.48% 27
2023
Q2 		$727K Buy
4,789
+1,281
+37% +$193K 0.38% 27
2023
Q1 		$522K Sell
3,508
-3
-0.1% -$429 0.28% 37
2022
Q4 		$532K Buy
3,511
+989
+39% +$139K 0.3% 34
2022
Q3 		$318K Buy
2,522
+976
+63% +$139K 0.29% 33
2022
Q2 		$225K Buy
1,546
+31
+2% +$4.66K 0.19% 44
2022
Q1 		$231K Sell
1,515
-46
-3% -$7.2K 0.18% 43
2021
Q4 		$255K Buy
+1,561
New +$232K 0.17% 40
2021
Q2 		– Sell
-1,561
Closed -$211K – 50
2021
Q1 		$211K Buy
+1,561
New +$204K 0.18% 45

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

Fi3 Financial Advisors's PG Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its Procter & Gamble (PG) stake by 68% in Q2 2026, selling an estimated $818K and leaving 2,696 shares worth $664K. The position accounts for 0.16% of the portfolio, ranked #70.

Fi3 Financial Advisors first reported a position in PG in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.2M in Q1 2026. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Fi3 Financial Advisors held 2,696 shares of Procter & Gamble worth $664K as of Q2 2026.
  • Fi3 Financial Advisors sold 5,618 Procter & Gamble shares in Q2 2026, an estimated $818K.
  • Procter & Gamble made up 0.16% of Fi3 Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Fi3 Financial Advisors first reported a position in Procter & Gamble in Q1 2021 and has held it in 20 quarters since.
  • Fi3 Financial Advisors's Procter & Gamble position peaked at $1.2M in Q1 2026.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.