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Financial Synergies Wealth Advisors’s Procter & Gamble PG Stock Holding History

Financial Synergies Wealth Advisors’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 		$276K Buy
1,885
+219
+13% +$31.9K 0.02% 103
2026
Q1 		$241K Sell
1,666
-345
-17% -$52.3K 0.02% 105
2025
Q4 		$288K Buy
2,011
+704
+54% +$104K 0.03% 90
2025
Q3 		$201K Buy
+1,307
New +$204K 0.02% 93
2024
Q2 		– Sell
-878
Closed -$142K – 350
2024
Q1 		$142K Buy
878
+487
+125% +$76.4K 0.02% 86
2023
Q4 		$59.3K Sell
391
-482
-55% -$71.4K 0.01% 92
2023
Q3 		$127K Buy
873
+176
+25% +$26.9K 0.02% 80
2023
Q2 		$106K Sell
697
-151
-18% -$22.8K 0.01% 83
2023
Q1 		$126K Buy
848
+457
+117% +$65.3K 0.02% 76
2022
Q4 		$59.3K Buy
391
+311
+389% +$43.6K 0.01% 92
2022
Q3 		$10.1K Buy
+80
New +$11.4K ﹤0.01% 161

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Synergies Wealth Advisors's PG Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Procter & Gamble (PG) stake by 13% in Q2 2026, buying an estimated $31.9K and bringing the position to 1,885 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #103.

Financial Synergies Wealth Advisors first reported a position in PG in Q3 2022 and has held it in 11 quarters since. The position peaked at $288K in Q4 2025. 1,716 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Financial Synergies Wealth Advisors held 1,885 shares of Procter & Gamble worth $276K as of Q2 2026.
  • Financial Synergies Wealth Advisors bought 219 Procter & Gamble shares in Q2 2026, an estimated $31.9K.
  • Procter & Gamble made up 0.02% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Financial Synergies Wealth Advisors first reported a position in Procter & Gamble in Q3 2022 and has held it in 11 quarters since.
  • Financial Synergies Wealth Advisors's Procter & Gamble position peaked at $288K in Q4 2025.
  • 1,716 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.