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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Strategies Group's PG Position: Q1 2026 in Review

Financial Strategies Group increased its Procter & Gamble (PG) stake by 8.4% in Q1 2026, buying an estimated $553K and bringing the position to 47,142 shares worth $7M. The position accounts for 1.17% of the portfolio, ranked #27.

Financial Strategies Group first reported a position in PG in Q4 2019 and has held it in 26 quarters since. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Financial Strategies Group held 47,142 shares of Procter & Gamble worth $7M as of Q1 2026.
  • Financial Strategies Group bought 3,650 Procter & Gamble shares in Q1 2026, an estimated $553K.
  • Procter & Gamble made up 1.17% of Financial Strategies Group's portfolio in Q1 2026, its #27 holding.
  • Financial Strategies Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.