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Fortem Financial Group’s Procter & Gamble PG Stock Holding History

Fortem Financial Group’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 		– Sell
-2,474
Closed -$355K – 183
2025
Q4 		$355K Sell
2,474
-231
-9% -$34.1K 0.09% 133
2025
Q3 		$416K Sell
2,705
-696
-20% -$109K 0.12% 118
2025
Q2 		$542K Buy
3,401
+225
+7% +$36.7K 0.17% 108
2025
Q1 		$541K Sell
3,176
-219
-6% -$36.7K 0.21% 119
2024
Q4 		$569K Buy
+3,395
New +$578K 0.22% 109
2021
Q1 		– Sell
-495
Closed -$69K – 367
2020
Q4 		$69K Buy
+495
New +$69.2K 0.04% 212

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fortem Financial Group's PG Position: Q1 2026 in Review

Fortem Financial Group sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 2,474 shares — an estimated $355K sold.

Fortem Financial Group first reported a position in PG in Q4 2020 and held it in 6 quarters. The position peaked at $569K in Q4 2024. 4,008 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Fortem Financial Group reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Fortem Financial Group sold 2,474 Procter & Gamble shares in Q1 2026, an estimated $355K.
  • Fortem Financial Group first reported a position in Procter & Gamble in Q4 2020 and held it in 6 quarters.
  • Fortem Financial Group's Procter & Gamble position peaked at $569K in Q4 2024.
  • 4,008 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Fortem Financial Group's 13F filing for Q1 2026, filed 16 Apr 2026.