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Fiduciary Financial Group’s Procter & Gamble PG Stock Holding History

Fiduciary Financial Group’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 		$680K Buy
4,638
+506
+12% +$73.6K 0.08% 149
2026
Q1 		$597K Sell
4,132
-163
-4% -$24.7K 0.08% 154
2025
Q4 		$615K Buy
4,295
+157
+4% +$23.1K 0.09% 143
2025
Q3 		$636K Buy
4,138
+36
+0.9% +$5.62K 0.1% 129
2025
Q2 		$661K Sell
4,102
-29
-0.7% -$4.73K 0.12% 113
2025
Q1 		$676K Buy
4,131
+437
+12% +$73.2K 0.15% 101
2024
Q4 		$586K Buy
3,694
+77
+2% +$13.1K 0.13% 106
2024
Q3 		$608K Buy
3,617
+91
+3% +$15.4K 0.14% 93
2024
Q2 		$589K Buy
+3,526
New +$576K 0.14% 92

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Fiduciary Financial Group's PG Position: Q2 2026 in Review

Fiduciary Financial Group increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $73.6K and bringing the position to 4,638 shares worth $680K. The position accounts for 0.08% of the portfolio, ranked #149.

Fiduciary Financial Group first reported a position in PG in Q2 2024 and has held it in 9 quarters since. 1,971 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Fiduciary Financial Group held 4,638 shares of Procter & Gamble worth $680K as of Q2 2026.
  • Fiduciary Financial Group bought 506 Procter & Gamble shares in Q2 2026, an estimated $73.6K.
  • Procter & Gamble made up 0.08% of Fiduciary Financial Group's portfolio in Q2 2026, its #149 holding.
  • Fiduciary Financial Group first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • 1,971 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.