Global Financial Private Client’s Procter & Gamble PG Stock Holding History

Global Financial Private Client’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	$2.11M	Buy	14,389 +300	+2%	+$43.7K	0.57%	46
2026 Q1	$2.04M	Buy	14,089 +586	+4%	+$88.8K	0.67%	37
2025 Q4	$1.94M	Sell	13,503 -542	-4%	-$79.9K	0.68%	39
2025 Q3	$2.16M	Buy	14,045 +24	+0.2%	+$3.75K	0.77%	31
2025 Q2	$2.23M	Buy	14,021 +207	+1%	+$33.8K	0.84%	26
2025 Q1	$2.35M	Buy	13,814 +241	+2%	+$40.4K	0.9%	22
2024 Q4	$2.28M	Buy	13,573 +222	+2%	+$37.8K	0.85%	18
2024 Q3	$2.31M	Buy	13,351 +159	+1%	+$27K	0.9%	18
2024 Q2	$2.18M	Sell	13,192 -19	-0.1%	-$3.11K	0.91%	19
2024 Q1	$2.12M	Buy	13,211 +314	+2%	+$49.2K	0.91%	19
2023 Q4	$1.89M	Buy	12,897 +718	+6%	+$106K	0.88%	19
2023 Q3	$1.77M	Buy	12,179 +2,221	+22%	+$339K	0.91%	21
2023 Q2	$1.52M	Buy	9,958 +5,155	+107%	+$777K	0.75%	28
2023 Q1	$718K	Sell	4,803 -2,531	-35%	-$362K	0.37%	62
2022 Q4	$1.11M	Buy	7,334 +2,804	+62%	+$393K	0.62%	39
2022 Q3	$582K	Buy	4,530 +100	+2%	+$14.2K	0.34%	74
2022 Q2	$647K	Buy	4,430 +395	+10%	+$59.4K	0.37%	67
2022 Q1	$626K	Hold	4,035	–	–	0.3%	74
2021 Q4	$660K	Hold	4,035	–	–	0.32%	73
2021 Q3	$563K	Hold	4,035	–	–	0.29%	89
2021 Q2	$546K	Sell	4,035 -2,775	-41%	-$375K	0.3%	82
2021 Q1	$914K	Buy	6,810 +281	+4%	+$36.7K	0.66%	32
2020 Q4	$908K	Sell	6,529 -58	-0.9%	-$8.11K	0.72%	28
2020 Q3	$917K	Buy	6,587 +187	+3%	+$24.8K	0.8%	27
2020 Q2	$768K	Buy	6,400 +732	+13%	+$85.4K	0.67%	35
2020 Q1	$620K	Buy	5,668 +1,909	+51%	+$229K	0.66%	34
2019 Q4	$469K	Buy	+3,759	New	+$460K	0.39%	63

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Global Financial Private Client's PG Position: Q2 2026 in Review

Global Financial Private Client increased its Procter & Gamble (PG) stake by 2.1% in Q2 2026, buying an estimated $43.7K and bringing the position to 14,389 shares worth $2.11M. The position accounts for 0.57% of the portfolio, ranked #46.

Global Financial Private Client first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.35M in Q1 2025. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Global Financial Private Client held 14,389 shares of Procter & Gamble worth $2.11M as of Q2 2026.
Global Financial Private Client bought 300 Procter & Gamble shares in Q2 2026, an estimated $43.7K.
Procter & Gamble made up 0.57% of Global Financial Private Client's portfolio in Q2 2026, its #46 holding.
Global Financial Private Client first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's Procter & Gamble position peaked at $2.35M in Q1 2025.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.