First National Advisers’s Procter & Gamble PG Stock Holding History

First National Advisers’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	$1.78M	Sell	12,345 -1,277	-9%	-$194K	0.26%	97
2025 Q4	$1.95M	Sell	13,622 -1,162	-8%	-$171K	0.27%	100
2025 Q3	$2.27M	Sell	14,784 -804	-5%	-$126K	0.31%	96
2025 Q2	$2.48M	Buy	15,588 +189	+1%	+$30.8K	0.36%	84
2025 Q1	$2.62M	Buy	15,399 +1,133	+8%	+$190K	0.42%	72
2024 Q4	$2.39M	Sell	14,266 -990	-6%	-$169K	0.39%	81
2024 Q3	$2.64M	Buy	15,256 +2,045	+15%	+$347K	0.42%	78
2024 Q2	$2.18M	Buy	13,211 +1,285	+11%	+$210K	0.4%	80
2024 Q1	$1.91M	Buy	11,926 +2,949	+33%	+$463K	0.43%	78
2023 Q4	$1.32M	Buy	8,977 +1,643	+22%	+$243K	0.38%	83
2023 Q3	$1.07M	Buy	7,334 +5,479	+295%	+$837K	0.48%	75
2023 Q2	$281K	Sell	1,855 -55	-3%	-$8.29K	0.26%	99
2023 Q1	$284K	Buy	1,910 +149	+8%	+$21.3K	0.32%	95
2022 Q4	$267K	Buy	1,761 +235	+15%	+$32.9K	0.34%	92
2022 Q3	$193K	Buy	+1,526	New	+$217K	0.29%	97

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

First National Advisers's PG Position: Q1 2026 in Review

First National Advisers reduced its Procter & Gamble (PG) stake by 9.4% in Q1 2026, selling an estimated $194K and leaving 12,345 shares worth $1.78M. The position accounts for 0.26% of the portfolio, ranked #97.

First National Advisers first reported a position in PG in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.64M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

First National Advisers held 12,345 shares of Procter & Gamble worth $1.78M as of Q1 2026.
First National Advisers sold 1,277 Procter & Gamble shares in Q1 2026, an estimated $194K.
Procter & Gamble made up 0.26% of First National Advisers's portfolio in Q1 2026, its #97 holding.
First National Advisers first reported a position in Procter & Gamble in Q3 2022 and has held it in 15 quarters since.
First National Advisers's Procter & Gamble position peaked at $2.64M in Q3 2024.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.