Fusion Capital
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Fusion Capital’s Procter & Gamble PG Stock Holding History

Fusion Capital’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
Q3 		$299K Buy
2,056
+177
+9% +$25.9K 0.07% 84
2026
Q2 		$275K Buy
1,879
+330
+21% +$48K 0.06% 88
2026
Q1 		$224K Buy
1,549
+67
+5% +$10.2K 0.06% 93
2025
Q4 		$212K Sell
1,482
-5
-0.3% -$737 0.06% 97
2025
Q3 		$224K Buy
1,487
+3
+0.2% +$469 0.07% 94
2025
Q2 		$236K Sell
1,484
-29
-2% -$4.73K 0.08% 84
2025
Q1 		$258K Buy
1,513
+6
+0.4% +$1K 0.1% 70
2024
Q4 		$253K Sell
1,507
-87
-5% -$14.8K 0.1% 73
2024
Q3 		$276K Buy
1,594
+6
+0.4% +$1.02K 0.12% 66
2024
Q2 		$262K Buy
1,588
+6
+0.4% +$981 0.12% 67
2024
Q1 		$257K Buy
1,582
+6
+0.4% +$941 0.12% 67
2023
Q4 		$231K Sell
1,576
-193
-11% -$28.6K 0.12% 67
2023
Q3 		$258K Buy
1,769
+1
+0.1% +$153 0.15% 65
2023
Q2 		$268K Buy
1,768
+163
+10% +$24.6K 0.15% 65
2023
Q1 		$238K Buy
1,605
+14
+0.9% +$2K 0.14% 68
2022
Q4 		$241K Sell
1,591
-25
-2% -$3.5K 0.14% 64
2022
Q3 		$205K Buy
1,616
+112
+7% +$15.9K 0.13% 68
2022
Q2 		$216K Sell
1,504
-23
-2% -$3.46K 0.13% 68
2022
Q1 		$233K Sell
1,527
-146
-9% -$22.8K 0.12% 75
2021
Q4 		$274K Sell
1,673
-30
-2% -$4.45K 0.14% 68
2021
Q3 		$238K Sell
1,703
-26
-2% -$3.68K 0.14% 71
2021
Q2 		$233K Sell
1,729
-132
-7% -$17.9K 0.14% 69
2021
Q1 		$252K Sell
1,861
-94
-5% -$12.3K 0.16% 61
2020
Q4 		$272K Buy
1,955
+5
+0.3% +$699 0.2% 58
2020
Q3 		$271K Buy
1,950
+139
+8% +$18.5K 0.24% 52
2020
Q2 		$217K Buy
+1,811
New +$211K 0.21% 57
2020
Q1 		– Sell
-1,708
Closed -$213K – 60
2019
Q4 		$213K Buy
+1,708
New +$209K 0.19% 59

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Fusion Capital's PG Position: Q3 2026 in Review

Fusion Capital increased its Procter & Gamble (PG) stake by 9.4% in Q3 2026, buying an estimated $25.9K and bringing the position to 2,056 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #84.

Fusion Capital first reported a position in PG in Q4 2019 and has held it in 27 quarters since. 1,965 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Fusion Capital held 2,056 shares of Procter & Gamble worth $299K as of Q3 2026.
  • Fusion Capital bought 177 Procter & Gamble shares in Q3 2026, an estimated $25.9K.
  • Procter & Gamble made up 0.07% of Fusion Capital's portfolio in Q3 2026, its #84 holding.
  • Fusion Capital first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Fusion Capital's 13F filing for Q3 2026, filed 28 Oct 2026.