FFA
PG icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fi3 Financial Advisors's PG Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Procter & Gamble (PG) stake by 43% in Q1 2026, buying an estimated $379K and bringing the position to 8,314 shares worth $1.2M. The position accounts for 0.35% of the portfolio, ranked #28.

Fi3 Financial Advisors first reported a position in PG in Q1 2021 and has held it in 19 quarters since. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Fi3 Financial Advisors held 8,314 shares of Procter & Gamble worth $1.2M as of Q1 2026.
  • Fi3 Financial Advisors bought 2,500 Procter & Gamble shares in Q1 2026, an estimated $379K.
  • Procter & Gamble made up 0.35% of Fi3 Financial Advisors's portfolio in Q1 2026, its #28 holding.
  • Fi3 Financial Advisors first reported a position in Procter & Gamble in Q1 2021 and has held it in 19 quarters since.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.