Financial Partners Group (Tennessee)’s Procter & Gamble PG Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	–	Sell	-4,630	Closed	-$789K	–	91
2025 Q1	$789K	Sell	4,630 -2,751	-37%	-$461K	0.34%	55
2024 Q4	$1.24M	Sell	7,381 -4,616	-38%	-$786K	0.51%	51
2024 Q3	$2.08M	Sell	11,997 -428	-3%	-$72.7K	0.78%	28
2024 Q2	$2.05M	Buy	12,425 +4,212	+51%	+$689K	0.8%	29
2024 Q1	$1.33M	Sell	8,213 -302	-4%	-$47.4K	0.52%	46
2023 Q4	$1.25M	Buy	8,515 +21	+0.2%	+$3.11K	0.56%	43
2023 Q3	$1.24M	Buy	+8,494	New	+$1.3M	0.59%	38

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Financial Partners Group (Tennessee)'s PG Position: Q2 2025 in Review

Financial Partners Group (Tennessee) sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 4,630 shares — an estimated $789K sold.

Financial Partners Group (Tennessee) first reported a position in PG in Q3 2023 and held it in 7 quarters. The position peaked at $2.08M in Q3 2024. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

Financial Partners Group (Tennessee) reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
Financial Partners Group (Tennessee) sold 4,630 Procter & Gamble shares in Q2 2025, an estimated $789K.
Financial Partners Group (Tennessee) first reported a position in Procter & Gamble in Q3 2023 and held it in 7 quarters.
Financial Partners Group (Tennessee)'s Procter & Gamble position peaked at $2.08M in Q3 2024.
3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.