Hopwood Financial Services’s Procter & Gamble PG Stock Holding History

Hopwood Financial Services’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	$703K	Sell	4,794 -516	-10%	-$75.1K	0.41%	35
2026 Q1	$767K	Sell	5,310 -570	-10%	-$86.4K	0.52%	33
2025 Q4	$843K	Buy	5,880 +144	+3%	+$21.2K	0.59%	31
2025 Q3	$881K	Sell	5,736 -46	-0.8%	-$7.18K	0.59%	31
2025 Q2	$921K	Buy	5,782 +4	+0.1%	+$653	0.72%	23
2025 Q1	$985K	Sell	5,778 -242	-4%	-$40.5K	0.76%	24
2024 Q4	$1.01M	Buy	+6,020	New	+$1.03M	0.76%	25

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

Hopwood Financial Services's PG Position: Q2 2026 in Review

Hopwood Financial Services reduced its Procter & Gamble (PG) stake by 9.7% in Q2 2026, selling an estimated $75.1K and leaving 4,794 shares worth $703K. The position accounts for 0.41% of the portfolio, ranked #35.

Hopwood Financial Services first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q4 2024. 1,968 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Hopwood Financial Services held 4,794 shares of Procter & Gamble worth $703K as of Q2 2026.
Hopwood Financial Services sold 516 Procter & Gamble shares in Q2 2026, an estimated $75.1K.
Procter & Gamble made up 0.41% of Hopwood Financial Services's portfolio in Q2 2026, its #35 holding.
Hopwood Financial Services first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Hopwood Financial Services's Procter & Gamble position peaked at $1.01M in Q4 2024.
1,968 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.