First Western Trust Bank’s Procter & Gamble PG Stock Holding History

First Western Trust Bank’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	$1.76M	Sell	11,991 -3,213	-21%	-$468K	0.09%	67
2026 Q1	$2.2M	Sell	15,204 -143	-0.9%	-$21.7K	0.11%	59
2025 Q4	$2.2M	Buy	15,347 +2,180	+17%	+$321K	0.11%	61
2025 Q3	$2.02M	Sell	13,167 -126	-0.9%	-$19.7K	0.09%	62
2025 Q2	$2.12M	Sell	13,293 -14	-0.1%	-$2.29K	0.1%	60
2025 Q1	$2.27M	Sell	13,307 -83	-0.6%	-$13.9K	0.11%	58
2024 Q4	$2.24M	Sell	13,390 -13	-0.1%	-$2.21K	0.1%	61
2024 Q3	$2.32M	Buy	13,403 +1,066	+9%	+$181K	0.1%	63
2024 Q2	$2.03M	Sell	12,337 -1,080	-8%	-$177K	0.1%	65
2024 Q1	$2.18M	Sell	13,417 -2,358	-15%	-$370K	0.1%	65
2023 Q4	$2.31M	Sell	15,775 -353	-2%	-$52.3K	0.12%	63
2023 Q3	$2.35M	Sell	16,128 -160	-1%	-$24.4K	0.13%	62
2023 Q2	$2.47M	Sell	16,288 -5,486	-25%	-$827K	0.12%	63
2023 Q1	$3.24M	Sell	21,774 -13	-0.1%	-$1.86K	0.17%	58
2022 Q4	$3.3M	Buy	21,787 +2,400	+12%	+$336K	0.19%	58
2022 Q3	$2.45M	Buy	19,387 +306	+2%	+$43.5K	0.16%	60
2022 Q2	$2.71M	Sell	19,081 -653	-3%	-$98.1K	0.18%	58
2022 Q1	$3.05M	Buy	+19,734	New	+$3.09M	0.16%	59

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

First Western Trust Bank's PG Position: Q2 2026 in Review

First Western Trust Bank reduced its Procter & Gamble (PG) stake by 21% in Q2 2026, selling an estimated $468K and leaving 11,991 shares worth $1.76M. The position accounts for 0.09% of the portfolio, ranked #67.

First Western Trust Bank first reported a position in PG in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.3M in Q4 2022. 1,872 funds tracked by Wall St. Rank hold PG as of Q2 2026.

First Western Trust Bank held 11,991 shares of Procter & Gamble worth $1.76M as of Q2 2026.
First Western Trust Bank sold 3,213 Procter & Gamble shares in Q2 2026, an estimated $468K.
Procter & Gamble made up 0.09% of First Western Trust Bank's portfolio in Q2 2026, its #67 holding.
First Western Trust Bank first reported a position in Procter & Gamble in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's Procter & Gamble position peaked at $3.3M in Q4 2022.
1,872 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.