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Financial Planning Hawaii’s Procter & Gamble PG Stock Holding History

Financial Planning Hawaii’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 		$1.7M Buy
11,579
+2
+0% +$291 0.91% 31
2026
Q1 		$1.67M Hold
11,577
– – 0.99% 29
2025
Q4 		$1.66M Buy
+11,577
New +$1.71M 0.96% 27

Other funds holding PG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Financial Planning Hawaii's PG Position: Q2 2026 in Review

Financial Planning Hawaii increased its Procter & Gamble (PG) stake by 0.02% in Q2 2026, buying an estimated $291 and bringing the position to 11,579 shares worth $1.7M. The position accounts for 0.91% of the portfolio, ranked #31.

Financial Planning Hawaii first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 2,557 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Financial Planning Hawaii held 11,579 shares of Procter & Gamble worth $1.7M as of Q2 2026.
  • Financial Planning Hawaii bought 2 Procter & Gamble shares in Q2 2026, an estimated $291.
  • Procter & Gamble made up 0.91% of Financial Planning Hawaii's portfolio in Q2 2026, its #31 holding.
  • Financial Planning Hawaii first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.