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Gladwyn Financial Advisors’s Procter & Gamble PG Stock Holding History

Gladwyn Financial Advisors’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 		$351K Hold
2,391
– – 0.22% 38
2026
Q1 		$345K Hold
2,391
– – 0.24% 39
2025
Q4 		$343K Buy
2,391
+265
+12% +$39.1K 0.24% 37
2025
Q3 		$327K Hold
2,126
– – 0.23% 37
2025
Q2 		$339K Buy
+2,126
New +$347K 0.26% 37

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Gladwyn Financial Advisors's PG Position: Q2 2026 in Review

Gladwyn Financial Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 2,391 shares worth $351K. The position accounts for 0.22% of the portfolio, ranked #38.

Gladwyn Financial Advisors first reported a position in PG in Q2 2025 and has held it in 5 quarters since. 1,224 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Gladwyn Financial Advisors held 2,391 shares of Procter & Gamble worth $351K as of Q2 2026.
  • Gladwyn Financial Advisors left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.22% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Gladwyn Financial Advisors first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.