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Financial Management Professionals’s Procter & Gamble PG Stock Holding History

Financial Management Professionals’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 		$611K Buy
4,164
+61
+1% +$8.88K 0.06% 101
2026
Q1 		$593K Buy
4,103
+219
+6% +$33.2K 0.07% 89
2025
Q4 		$557K Sell
3,884
-171
-4% -$25.2K 0.06% 97
2025
Q3 		$623K Sell
4,055
-31
-0.8% -$4.84K 0.06% 89
2025
Q2 		$651K Sell
4,086
-251
-6% -$41K 0.07% 81
2025
Q1 		$739K Buy
4,337
+150
+4% +$25.1K 0.09% 70
2024
Q4 		$702K Buy
4,187
+40
+1% +$6.81K 0.09% 77
2024
Q3 		$718K Buy
4,147
+283
+7% +$48K 0.09% 75
2024
Q2 		$637K Buy
3,864
+229
+6% +$37.4K 0.09% 74
2024
Q1 		$590K Buy
3,635
+273
+8% +$42.8K 0.09% 80
2023
Q4 		$493K Buy
3,362
+45
+1% +$6.67K 0.08% 73
2023
Q3 		$484K Sell
3,317
-729
-18% -$111K 0.09% 71
2023
Q2 		$614K Buy
4,046
+253
+7% +$38.1K 0.1% 61
2023
Q1 		$564K Buy
3,793
+300
+9% +$42.9K 0.11% 62
2022
Q4 		$529K Buy
3,493
+499
+17% +$70K 0.11% 59
2022
Q3 		$378K Buy
2,994
+45
+2% +$6.39K 0.09% 62
2022
Q2 		$424K Sell
2,949
-124
-4% -$18.6K 0.1% 60
2022
Q1 		$470K Buy
3,073
+486
+19% +$76K 0.1% 62
2021
Q4 		$423K Buy
2,587
+10
+0.4% +$1.49K 0.09% 67
2021
Q3 		$360K Buy
2,577
+68
+3% +$9.64K 0.08% 61
2021
Q2 		$339K Buy
2,509
+159
+7% +$21.5K 0.09% 63
2021
Q1 		$318K Buy
2,350
+281
+14% +$36.7K 0.09% 60
2020
Q4 		$288K Sell
2,069
-56
-3% -$7.83K 0.08% 56
2020
Q3 		$295K Sell
2,125
-34
-2% -$4.51K 0.11% 44
2020
Q2 		$258K Buy
2,159
+1,589
+279% +$185K 0.09% 47
2020
Q1 		$63K Sell
570
-21
-4% -$2.52K 0.03% 76
2019
Q4 		$74K Hold
591
– – 0.02% 82
2019
Q3 		$74K Buy
591
+128
+28% +$15.1K 0.03% 81
2019
Q2 		$51K Buy
463
+193
+71% +$20.6K 0.02% 95
2019
Q1 		$28K Hold
270
– – 0.01% 112
2018
Q4 		$25K Hold
270
– – 0.02% 106
2018
Q3 		$22K Hold
270
– – 0.01% 125
2018
Q2 		$21K Hold
270
– – 0.01% 130
2018
Q1 		$21K Buy
+270
New +$22.5K 0.01% 130
2017
Q1 		– Sell
-131
Closed -$11K – 302
2016
Q4 		$11K Sell
131
-293
-69% -$25K 0.01% 155
2016
Q3 		$38K Sell
424
-8
-2% -$695 0.02% 112
2016
Q2 		$36K Buy
432
+301
+230% +$24.7K 0.02% 105
2016
Q1 		$11K Hold
131
– – 0.01% 140
2015
Q4 		$10K Hold
131
– – 0.01% 150
2015
Q3 		$9K Hold
131
– – 0.01% 166
2015
Q2 		$10K Hold
131
– – ﹤0.01% 170
2015
Q1 		$11K Hold
131
– – 0.01% 173
2014
Q4 		$12K Hold
131
– – 0.01% 178
2014
Q3 		$10K Hold
131
– – 0.01% 169
2014
Q2 		$10K Hold
131
– – 0.01% 173
2014
Q1 		$11K Sell
131
-468
-78% -$36.9K 0.01% 169
2013
Q4 		$49K Sell
599
-492
-45% -$40.1K 0.03% 87
2013
Q3 		$82K Buy
1,091
+134
+14% +$10.7K 0.05% 60
2013
Q2 		$74K Buy
+957
New +$75.1K 0.05% 63

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Financial Management Professionals's PG Position: Q2 2026 in Review

Financial Management Professionals increased its Procter & Gamble (PG) stake by 1.5% in Q2 2026, buying an estimated $8.88K and bringing the position to 4,164 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #101.

Financial Management Professionals first reported a position in PG in Q2 2013 and has held it in 49 quarters since. The position peaked at $739K in Q1 2025. 978 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Financial Management Professionals held 4,164 shares of Procter & Gamble worth $611K as of Q2 2026.
  • Financial Management Professionals bought 61 Procter & Gamble shares in Q2 2026, an estimated $8.88K.
  • Procter & Gamble made up 0.06% of Financial Management Professionals's portfolio in Q2 2026, its #101 holding.
  • Financial Management Professionals first reported a position in Procter & Gamble in Q2 2013 and has held it in 49 quarters since.
  • Financial Management Professionals's Procter & Gamble position peaked at $739K in Q1 2025.
  • 978 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.