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

Howard 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 		$531K Buy
3,622
+1,538
+74% +$224K 0.05% 146
2026
Q1 		$301K Buy
2,084
+476
+30% +$72.2K 0.03% 170
2025
Q4 		$230K Sell
1,608
-327
-17% -$48.2K 0.03% 180
2025
Q3 		$297K Buy
1,935
+164
+9% +$25.6K 0.04% 149
2025
Q2 		$282K Sell
1,771
-660
-27% -$108K 0.04% 145
2025
Q1 		$414K Buy
2,431
+184
+8% +$30.8K 0.06% 117
2024
Q4 		$377K Buy
2,247
+869
+63% +$148K 0.05% 123
2024
Q3 		$239K Buy
1,378
+1
+0.1% +$170 0.03% 147
2024
Q2 		$227K Sell
1,377
-455
-25% -$74.4K 0.04% 141
2024
Q1 		$297K Buy
1,832
+75
+4% +$11.8K 0.05% 126
2023
Q4 		$257K Buy
1,757
+136
+8% +$20.1K 0.05% 132
2023
Q3 		$236K Buy
1,621
+29
+2% +$4.43K 0.05% 129
2023
Q2 		$242K Sell
1,592
-117
-7% -$17.6K 0.06% 124
2023
Q1 		$254K Buy
1,709
+45
+3% +$6.43K 0.06% 115
2022
Q4 		$252K Sell
1,664
-864
-34% -$121K 0.07% 113
2022
Q3 		$319K Buy
2,528
+72
+3% +$10.2K 0.1% 90
2022
Q2 		$353K Buy
2,456
+854
+53% +$128K 0.12% 80
2022
Q1 		$245K Buy
1,602
+125
+8% +$19.6K 0.07% 112
2021
Q4 		$242K Sell
1,477
-4
-0.3% -$594 0.07% 112
2021
Q3 		$207K Buy
+1,481
New +$210K 0.08% 117
2021
Q2 		– Sell
-2,051
Closed -$278K – 132
2021
Q1 		$278K Sell
2,051
-82
-4% -$10.7K 0.12% 96
2020
Q4 		$297K Buy
2,133
+501
+31% +$70K 0.16% 81
2020
Q3 		$227K Buy
+1,632
New +$217K 0.15% 78
2020
Q2 		– Sell
-1,911
Closed -$210K – 121
2020
Q1 		$210K Buy
1,911
+2
+0.1% +$240 0.19% 65
2019
Q4 		$238K Buy
1,909
+2
+0.1% +$245 0.15% 81
2019
Q3 		$237K Buy
1,907
+2
+0.1% +$236 0.16% 80
2019
Q2 		$209K Buy
+1,905
New +$203K 0.14% 83

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Howard Financial Services increased its Procter & Gamble (PG) stake by 74% in Q2 2026, buying an estimated $224K and bringing the position to 3,622 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #146.

Howard Financial Services first reported a position in PG in Q2 2019 and has held it in 27 quarters since. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Howard Financial Services held 3,622 shares of Procter & Gamble worth $531K as of Q2 2026.
  • Howard Financial Services bought 1,538 Procter & Gamble shares in Q2 2026, an estimated $224K.
  • Procter & Gamble made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #146 holding.
  • Howard Financial Services first reported a position in Procter & Gamble in Q2 2019 and has held it in 27 quarters since.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.