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Greenberg Financial Group’s Procter & Gamble PG Stock Holding History

Greenberg Financial Group’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
2025
Q4 		$489K Buy
+3,414
New +$503K 0.2% 63
2025
Q2 		$517K Sell
3,527
-107
-3% -$17.5K 0.19% 67
2025
Q1 		$525K Buy
+3,634
New +$609K 0.22% 58

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenberg Financial Group's PG Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Procter & Gamble (PG) in Q4 2025: 3,414 shares worth $489K. The stake represents 0.2% of the portfolio and ranks #63 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in PG as recently as Q2 2025.

Greenberg Financial Group first reported a position in PG in Q1 2025 and has held it in 3 quarters since. The position peaked at $525K in Q1 2025. 4,027 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Greenberg Financial Group held 3,414 shares of Procter & Gamble worth $489K as of Q4 2025.
  • Procter & Gamble was a new Greenberg Financial Group position in Q4 2025.
  • Procter & Gamble made up 0.2% of Greenberg Financial Group's portfolio in Q4 2025, its #63 holding.
  • Greenberg Financial Group first reported a position in Procter & Gamble in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Procter & Gamble position peaked at $525K in Q1 2025.
  • 4,027 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.