Financial Symmetry’s Procter & Gamble PG Stock Holding History

Financial Symmetry’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	–	Sell	-1,445	Closed	-$207K	–	67
2025 Q4	$207K	Sell	1,445 -146	-9%	-$21.5K	0.08%	57
2025 Q3	$244K	Hold	1,591	–	–	0.11%	48
2025 Q2	$253K	Sell	1,591 -51	-3%	-$8.32K	0.13%	43
2025 Q1	$280K	Buy	1,642 +51	+3%	+$8.54K	0.17%	38
2024 Q4	$267K	Hold	1,591	–	–	0.18%	35
2024 Q3	$276K	Hold	1,591	–	–	0.19%	36
2024 Q2	$262K	Buy	+1,591	New	+$260K	0.2%	35

Other funds holding PG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Symmetry's PG Position: Q1 2026 in Review

Financial Symmetry sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,445 shares — an estimated $207K sold.

Financial Symmetry first reported a position in PG in Q2 2024 and held it in 7 quarters. The position peaked at $280K in Q1 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Financial Symmetry reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
Financial Symmetry sold 1,445 Procter & Gamble shares in Q1 2026, an estimated $207K.
Financial Symmetry first reported a position in Procter & Gamble in Q2 2024 and held it in 7 quarters.
Financial Symmetry's Procter & Gamble position peaked at $280K in Q1 2025.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Financial Symmetry's 13F filing for Q1 2026, filed 11 May 2026.