BPI
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BFC Planning, Inc.’s Procter & Gamble PG Stock Holding History

BFC Planning, 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 		$13.7M Buy
93,413
+18,833
+25% +$2.74M 0.56% 29
2026
Q1 		$10.8M Buy
74,580
+7,227
+11% +$1.1M 0.48% 33
2025
Q4 		$9.7M Buy
67,353
+36,296
+117% +$5.35M 0.43% 46
2025
Q3 		$4.77M Sell
31,057
-179
-0.6% -$28K 0.35% 52
2025
Q2 		$4.98M Sell
31,236
-626
-2% -$102K 0.39% 47
2025
Q1 		$5.43M Sell
31,862
-1,068
-3% -$179K 0.48% 40
2024
Q4 		$5.52M Buy
+32,930
New +$5.61M 0.46% 40

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 $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFC Planning, Inc.'s PG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Procter & Gamble (PG) stake by 25% in Q2 2026, buying an estimated $2.74M and bringing the position to 93,413 shares worth $13.7M. The position accounts for 0.56% of the portfolio, ranked #29.

BFC Planning, Inc. first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,060 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • BFC Planning, Inc. held 93,413 shares of Procter & Gamble worth $13.7M as of Q2 2026.
  • BFC Planning, Inc. bought 18,833 Procter & Gamble shares in Q2 2026, an estimated $2.74M.
  • Procter & Gamble made up 0.56% of BFC Planning, Inc.'s portfolio in Q2 2026, its #29 holding.
  • BFC Planning, Inc. first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.