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Golden State Wealth Management’s Procter & Gamble PG Stock Holding History

Golden State Wealth Management’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
2020
Q3 		– Sell
-33
Closed -$3K – 443
2020
Q2 		$3K Buy
+33
New +$3.85K ﹤0.01% 195

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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Golden State Wealth Management's PG Position: Q2 2026 in Review

Golden State Wealth Management increased its Procter & Gamble (PG) stake by 1.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,814 shares worth $853K. The position accounts for 0.08% of the portfolio, ranked #203.

Golden State Wealth Management first reported a position in PG in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.36M in Q4 2021. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Golden State Wealth Management held 5,814 shares of Procter & Gamble worth $853K as of Q2 2026.
  • Golden State Wealth Management bought 90 Procter & Gamble shares in Q2 2026, an estimated $13.1K.
  • Procter & Gamble made up 0.08% of Golden State Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Golden State Wealth Management first reported a position in Procter & Gamble in Q1 2019 and has held it in 20 quarters since.
  • Golden State Wealth Management's Procter & Gamble position peaked at $1.36M in Q4 2021.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.