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

Greystone 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
2026
Q2 		$4.61M Sell
31,416
-989
-3% -$144K 1.29% 36
2026
Q1 		$4.68M Buy
+32,405
New +$4.91M 1.32% 36
2025
Q4 		– Sell
-1,318
Closed -$203K – 103
2025
Q3 		$203K Sell
1,318
-49,066
-97% -$7.66M 0.03% 100
2025
Q2 		$8.03M Buy
50,384
+9,174
+22% +$1.5M 1.32% 34
2025
Q1 		$7.02M Buy
41,210
+1,181
+3% +$198K 1.27% 37
2024
Q4 		$6.71M Buy
40,029
+1,739
+5% +$296K 1.17% 37
2024
Q3 		$6.63M Sell
38,290
-8,413
-18% -$1.43M 1.19% 37
2024
Q2 		$7.7M Buy
46,703
+3,921
+9% +$641K 1.51% 30
2024
Q1 		$6.94M Sell
42,782
-2,746
-6% -$431K 1.39% 33
2023
Q4 		$6.67M Buy
45,528
+10,152
+29% +$1.5M 1.54% 26
2023
Q3 		$5.16M Buy
+35,376
New +$5.4M 1.29% 32
2022
Q2 		– Sell
-50,982
Closed -$7.79M – 89
2022
Q1 		$7.79M Buy
50,982
+1,663
+3% +$260K 1.97% 30
2021
Q4 		$8.07M Buy
49,319
+10,095
+26% +$1.5M 1.93% 21
2021
Q3 		$5.48M Sell
39,224
-16,169
-29% -$2.29M 1.63% 27
2021
Q2 		$7.47M Buy
55,393
+373
+0.7% +$50.5K 1.86% 16
2021
Q1 		$7.54M Buy
55,020
+52,840
+2,424% +$6.89M 1.89% 14
2020
Q4 		$282K Buy
+2,180
New +$305K 0.08% 88

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
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
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

Greystone Financial Group's PG Position: Q2 2026 in Review

Greystone Financial Group reduced its Procter & Gamble (PG) stake by 3.1% in Q2 2026, selling an estimated $144K and leaving 31,416 shares worth $4.61M. The position accounts for 1.29% of the portfolio, ranked #36.

Greystone Financial Group first reported a position in PG in Q4 2020 and has held it in 17 quarters since. The position peaked at $8.07M in Q4 2021. 2,062 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Greystone Financial Group held 31,416 shares of Procter & Gamble worth $4.61M as of Q2 2026.
  • Greystone Financial Group sold 989 Procter & Gamble shares in Q2 2026, an estimated $144K.
  • Procter & Gamble made up 1.29% of Greystone Financial Group's portfolio in Q2 2026, its #36 holding.
  • Greystone Financial Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 17 quarters since.
  • Greystone Financial Group's Procter & Gamble position peaked at $8.07M in Q4 2021.
  • 2,062 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.