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Idaho Trust Bank’s Procter & Gamble PG Stock Holding History

Idaho Trust Bank’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
Q1 		– Sell
-1,680
Closed -$241K – 103
2025
Q4 		$241K Buy
1,680
+162
+11% +$23.9K 0.08% 100
2025
Q3 		$233K Sell
1,518
-50
-3% -$7.81K 0.08% 97
2025
Q2 		$250K Buy
1,568
+200
+15% +$32.6K 0.09% 94
2025
Q1 		$233K Sell
1,368
-100
-7% -$16.7K 0.1% 92
2024
Q4 		$246K Sell
1,468
-143
-9% -$24.4K 0.12% 70
2024
Q3 		$279K Buy
1,611
+53
+3% +$9K 0.13% 73
2024
Q2 		$257K Sell
1,558
-194
-11% -$31.7K 0.13% 75
2024
Q1 		$284K Buy
1,752
+334
+24% +$52.4K 0.27% 73
2023
Q4 		$208K Hold
1,418
– – 0.12% 77
2023
Q3 		$207K Buy
+1,418
New +$217K 0.13% 78

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Idaho Trust Bank's PG Position: Q1 2026 in Review

Idaho Trust Bank sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,680 shares — an estimated $241K sold.

Idaho Trust Bank first reported a position in PG in Q3 2023 and held it in 10 quarters. The position peaked at $284K in Q1 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Idaho Trust Bank reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • Idaho Trust Bank sold 1,680 Procter & Gamble shares in Q1 2026, an estimated $241K.
  • Idaho Trust Bank first reported a position in Procter & Gamble in Q3 2023 and held it in 10 quarters.
  • Idaho Trust Bank's Procter & Gamble position peaked at $284K in Q1 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.