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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Procter & Gamble PG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$290K Sell
1,976
-92
-4% -$13.4K 0.08% 146
2026
Q1 		$299K Sell
2,068
-74
-3% -$11.2K 0.09% 134
2025
Q4 		$307K Buy
2,142
+11
+0.5% +$1.62K 0.09% 136
2025
Q3 		$328K Sell
2,131
-49
-2% -$7.65K 0.1% 114
2025
Q2 		$347K Buy
2,180
+1
+0% +$163 0.12% 103
2025
Q1 		$371K Sell
2,179
-198
-8% -$33.2K 0.14% 105
2024
Q4 		$399K Buy
2,377
+1,440
+154% +$245K 0.16% 93
2024
Q3 		$162K Sell
937
-38
-4% -$6.45K 0.08% 106
2024
Q2 		$161K Buy
975
+1
+0.1% +$163 0.09% 110
2024
Q1 		$158K Buy
974
+1
+0.1% +$157 0.1% 108
2023
Q4 		$143K Hold
973
– – 0.09% 121
2023
Q3 		$142K Buy
973
+1
+0.1% +$153 0.1% 103
2023
Q2 		$148K Sell
972
-149
-13% -$22.5K 0.11% 105
2023
Q1 		$167K Buy
1,121
+40
+4% +$5.72K 0.13% 91
2022
Q4 		$164K Buy
+1,081
New +$152K 0.14% 83

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s PG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Procter & Gamble (PG) stake by 4.4% in Q2 2026, selling an estimated $13.4K and leaving 1,976 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #146.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $399K in Q4 2024. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 1,976 shares of Procter & Gamble worth $290K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 92 Procter & Gamble shares in Q2 2026, an estimated $13.4K.
  • Procter & Gamble made up 0.08% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #146 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Procter & Gamble position peaked at $399K in Q4 2024.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.