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First Business Financial Services’s Procter & Gamble PG Stock Holding History

First Business Financial Services’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 		$774K Sell
5,360
-1,000
-16% -$152K 0.07% 94
2025
Q4 		$911K Sell
6,360
-985
-13% -$145K 0.08% 83
2025
Q3 		$1.13M Buy
7,345
+100
+1% +$15.6K 0.1% 78
2025
Q2 		$1.15M Hold
7,245
– – 0.1% 78
2025
Q1 		$1.23M Sell
7,245
-245
-3% -$41K 0.12% 73
2024
Q4 		$1.26M Hold
7,490
– – 0.12% 76
2024
Q3 		$1.3M Sell
7,490
-353
-5% -$59.9K 0.13% 70
2024
Q2 		$1.29M Sell
7,843
-1,015
-11% -$166K 0.14% 65
2024
Q1 		$1.44M Buy
8,858
+523
+6% +$82K 0.15% 60
2023
Q4 		$1.22M Sell
8,335
-3,009
-27% -$446K 0.14% 62
2023
Q3 		$1.65M Buy
11,344
+384
+4% +$58.7K 0.21% 49
2023
Q2 		$1.66M Buy
10,960
+19
+0.2% +$2.86K 0.21% 46
2023
Q1 		$1.63M Hold
10,941
– – 0.2% 42
2022
Q4 		$1.66M Buy
10,941
+50
+0.5% +$7.01K 0.22% 40
2022
Q3 		$1.38M Buy
10,891
+100
+0.9% +$14.2K 0.2% 48
2022
Q2 		$1.55M Buy
10,791
+1,000
+10% +$150K 0.21% 38
2022
Q1 		$1.5M Hold
9,791
– – 0.17% 50
2021
Q4 		$1.6M Buy
9,791
+1,134
+13% +$168K 0.17% 38
2021
Q3 		$1.21M Buy
8,657
+2,600
+43% +$369K 0.14% 56
2021
Q2 		$817K Buy
6,057
+492
+9% +$66.6K 0.1% 75
2021
Q1 		$754K Buy
5,565
+415
+8% +$54.1K 0.1% 75
2020
Q4 		$717K Hold
5,150
– – 0.1% 66
2020
Q3 		$716K Hold
5,150
– – 0.12% 53
2020
Q2 		$616K Sell
5,150
-1,400
-21% -$163K 0.11% 60
2020
Q1 		$721K Sell
6,550
-700
-10% -$84K 0.14% 38
2019
Q4 		$906K Hold
7,250
– – 0.14% 40
2019
Q3 		$902K Hold
7,250
– – 0.15% 40
2019
Q2 		$795K Sell
7,250
-720
-9% -$76.7K 0.14% 40
2019
Q1 		$829K Buy
7,970
+1,850
+30% +$180K 0.15% 36
2018
Q4 		$563K Buy
+6,120
New +$547K 0.1% 80

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

First Business Financial Services's PG Position: Q1 2026 in Review

First Business Financial Services reduced its Procter & Gamble (PG) stake by 16% in Q1 2026, selling an estimated $152K and leaving 5,360 shares worth $774K. The position accounts for 0.07% of the portfolio, ranked #94.

First Business Financial Services first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.66M in Q2 2023. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • First Business Financial Services held 5,360 shares of Procter & Gamble worth $774K as of Q1 2026.
  • First Business Financial Services sold 1,000 Procter & Gamble shares in Q1 2026, an estimated $152K.
  • Procter & Gamble made up 0.07% of First Business Financial Services's portfolio in Q1 2026, its #94 holding.
  • First Business Financial Services first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • First Business Financial Services's Procter & Gamble position peaked at $1.66M in Q2 2023.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on First Business Financial Services's 13F filing for Q1 2026, filed 1 May 2026.