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

Financial Strategies 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 		$7.23M Buy
48,826
+1,684
+4% +$245K 1.15% 29
2026
Q1 		$7M Buy
47,142
+3,650
+8% +$553K 1.17% 27
2025
Q4 		$6.08M Buy
43,492
+3,184
+8% +$469K 1.1% 28
2025
Q3 		$5.97M Buy
40,308
+7,117
+21% +$1.11M 1.14% 28
2025
Q2 		$5.21M Buy
33,191
+1,578
+5% +$258K 1.09% 27
2025
Q1 		$5.33M Sell
31,613
-3,135
-9% -$525K 1.26% 27
2024
Q4 		$5.51M Buy
34,748
+2,574
+8% +$438K 1.32% 26
2024
Q3 		$5.55M Buy
32,174
+1,601
+5% +$272K 1.3% 25
2024
Q2 		$5.06M Buy
30,573
+4,419
+17% +$722K 1.27% 26
2024
Q1 		$4.1M Buy
26,154
+4,585
+21% +$719K 1.1% 27
2023
Q4 		$3.28M Buy
21,569
+2,429
+13% +$360K 0.94% 28
2023
Q3 		$2.8M Buy
19,140
+2,418
+14% +$369K 0.88% 24
2023
Q2 		$2.54M Buy
16,722
+4,398
+36% +$663K 0.81% 28
2023
Q1 		$1.83M Buy
12,324
+1,213
+11% +$173K 0.71% 25
2022
Q4 		$1.68M Buy
11,111
+955
+9% +$134K 0.7% 26
2022
Q3 		$1.28M Buy
10,156
+1,920
+23% +$273K 0.58% 29
2022
Q2 		$1.18M Buy
8,236
+1,430
+21% +$215K 0.5% 31
2022
Q1 		$1.04M Buy
6,806
+393
+6% +$61.5K 0.41% 29
2021
Q4 		$1.05M Buy
6,413
+589
+10% +$87.4K 0.43% 26
2021
Q3 		$814K Buy
5,824
+679
+13% +$96.2K 0.36% 31
2021
Q2 		$694K Buy
5,145
+580
+13% +$78.5K 0.32% 33
2021
Q1 		$618K Buy
4,565
+857
+23% +$112K 0.32% 32
2020
Q4 		$516K Buy
3,708
+681
+22% +$95.2K 0.29% 32
2020
Q3 		$421K Buy
3,027
+89
+3% +$11.8K 0.28% 31
2020
Q2 		$351K Buy
2,938
+86
+3% +$10K 0.26% 29
2020
Q1 		$314K Buy
2,852
+223
+8% +$26.8K 0.28% 28
2019
Q4 		$328K Buy
+2,629
New +$322K 0.26% 33

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Financial Strategies Group increased its Procter & Gamble (PG) stake by 3.6% in Q2 2026, buying an estimated $245K and bringing the position to 48,826 shares worth $7.23M. The position accounts for 1.15% of the portfolio, ranked #29.

Financial Strategies Group first reported a position in PG in Q4 2019 and has held it in 27 quarters since. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Financial Strategies Group held 48,826 shares of Procter & Gamble worth $7.23M as of Q2 2026.
  • Financial Strategies Group bought 1,684 Procter & Gamble shares in Q2 2026, an estimated $245K.
  • Procter & Gamble made up 1.15% of Financial Strategies Group's portfolio in Q2 2026, its #29 holding.
  • Financial Strategies Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.