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First Foundation Advisors’s Procter & Gamble PG Stock Holding History

First Foundation 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
Q1 		$3.6M Buy
24,890
+1,942
+8% +$294K 0.14% 96
2025
Q4 		$3.29M Sell
22,948
-2,190
-9% -$323K 0.12% 109
2025
Q3 		$3.86M Buy
25,138
+5,514
+28% +$861K 0.14% 102
2025
Q2 		$3.13M Buy
19,624
+7,673
+64% +$1.25M 0.12% 112
2025
Q1 		$2.04M Buy
11,951
+2,341
+24% +$392K 0.08% 121
2024
Q4 		$1.61M Sell
9,610
-495
-5% -$84.3K 0.06% 141
2024
Q3 		$1.75M Sell
10,105
-384
-4% -$65.2K 0.07% 135
2024
Q2 		$1.73M Sell
10,489
-585
-5% -$95.6K 0.07% 129
2024
Q1 		$1.8M Sell
11,074
-18,079
-62% -$2.84M 0.07% 125
2023
Q4 		$4.27M Sell
29,153
-2,692
-8% -$399K 0.19% 76
2023
Q3 		$4.64M Buy
31,845
+5,423
+21% +$828K 0.22% 77
2023
Q2 		$4.01M Buy
26,422
+3,847
+17% +$580K 0.17% 87
2023
Q1 		$3.36M Buy
22,575
+2,337
+12% +$334K 0.15% 91
2022
Q4 		$3.07M Sell
20,238
-2,267
-10% -$318K 0.15% 102
2022
Q3 		$2.84M Sell
22,505
-2,042
-8% -$290K 0.14% 98
2022
Q2 		$3.53M Sell
24,547
-95
-0.4% -$14.3K 0.16% 89
2022
Q1 		$3.77M Buy
24,642
+703
+3% +$110K 0.14% 91
2021
Q4 		$3.92M Buy
23,939
+1,101
+5% +$163K 0.13% 91
2021
Q3 		$3.19M Buy
22,838
+191
+0.8% +$27.1K 0.12% 100
2021
Q2 		$3.06M Buy
22,647
+1,705
+8% +$231K 0.12% 108
2021
Q1 		$2.84M Sell
20,942
-4,557
-18% -$595K 0.12% 104
2020
Q4 		$3.55M Buy
25,499
+503
+2% +$70.3K 0.16% 88
2020
Q3 		$3.47M Buy
24,996
+420
+2% +$55.8K 0.16% 81
2020
Q2 		$2.94M Sell
24,576
-2,274
-8% -$265K 0.15% 84
2020
Q1 		$2.95M Buy
26,850
+8,550
+47% +$1.03M 0.18% 75
2019
Q4 		$2.29M Buy
18,300
+736
+4% +$90.1K 0.11% 119
2019
Q3 		$2.19M Buy
17,564
+576
+3% +$68.1K 0.12% 113
2019
Q2 		$1.86M Sell
16,988
-912
-5% -$97.2K 0.1% 124
2019
Q1 		$1.86M Sell
17,900
-1,740
-9% -$169K 0.11% 118
2018
Q4 		$1.8M Buy
19,640
+86
+0.4% +$7.69K 0.11% 116
2018
Q3 		$1.63M Sell
19,554
-3,350
-15% -$274K 0.09% 123
2018
Q2 		$1.79M Buy
22,904
+1,181
+5% +$88.9K 0.11% 114
2018
Q1 		$1.72M Buy
21,723
+1,831
+9% +$153K 0.1% 119
2017
Q4 		$1.83M Sell
19,892
-143
-0.7% -$12.9K 0.1% 121
2017
Q3 		$1.82M Buy
20,035
+3,585
+22% +$326K 0.1% 106
2017
Q2 		$1.43M Buy
16,450
+1,287
+8% +$113K 0.08% 128
2017
Q1 		$1.36M Sell
15,163
-6,056
-29% -$537K 0.08% 125
2016
Q4 		$1.78M Buy
21,219
+2,151
+11% +$183K 0.12% 111
2016
Q3 		$1.71M Sell
19,068
-3,006
-14% -$261K 0.12% 107
2016
Q2 		$1.87M Buy
22,074
+541
+3% +$44.4K 0.13% 94
2016
Q1 		$1.77M Buy
21,533
+937
+5% +$75.5K 0.13% 98
2015
Q4 		$1.64M Buy
20,596
+2,064
+11% +$158K 0.11% 103
2015
Q3 		$1.33M Buy
18,532
+1,341
+8% +$101K 0.11% 103
2015
Q2 		$1.34M Sell
17,191
-1,743
-9% -$140K 0.11% 99
2015
Q1 		$1.55M Buy
18,934
+6,303
+50% +$542K 0.13% 83
2014
Q4 		$1.15M Buy
12,631
+28
+0.2% +$2.46K 0.1% 90
2014
Q3 		$1.05M Buy
12,603
+226
+2% +$18.5K 0.11% 84
2014
Q2 		$973K Buy
12,377
+3,423
+38% +$276K 0.11% 74
2014
Q1 		$722K Sell
8,954
-365
-4% -$28.8K 0.09% 79
2013
Q4 		$759K Sell
9,319
-11,403
-55% -$929K 0.1% 71
2013
Q3 		$1.57M Buy
20,722
+15,820
+323% +$1.26M 0.24% 50
2013
Q2 		$377K Buy
+4,902
New +$385K 0.07% 92

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 Foundation Advisors's PG Position: Q1 2026 in Review

First Foundation Advisors increased its Procter & Gamble (PG) stake by 8.5% in Q1 2026, buying an estimated $294K and bringing the position to 24,890 shares worth $3.6M. The position accounts for 0.14% of the portfolio, ranked #96.

First Foundation Advisors first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.64M in Q3 2023. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • First Foundation Advisors held 24,890 shares of Procter & Gamble worth $3.6M as of Q1 2026.
  • First Foundation Advisors bought 1,942 Procter & Gamble shares in Q1 2026, an estimated $294K.
  • Procter & Gamble made up 0.14% of First Foundation Advisors's portfolio in Q1 2026, its #96 holding.
  • First Foundation Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • First Foundation Advisors's Procter & Gamble position peaked at $4.64M in Q3 2023.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.