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IFC Advisors’s Procter & Gamble PG Stock Holding History

IFC Advisors’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
-1,590
Closed -$228K – 177
2025
Q4 		$228K Buy
+1,590
New +$234K 0.03% 158
2025
Q2 		– Sell
-1,343
Closed -$229K – 178
2025
Q1 		$229K Sell
1,343
-5,085
-79% -$852K 0.05% 150
2024
Q4 		$1.08M Buy
+6,428
New +$1.09M 0.23% 85

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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

IFC Advisors's PG Position: Q1 2026 in Review

IFC Advisors sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,590 shares — an estimated $228K sold.

IFC Advisors first reported a position in PG in Q4 2024 and held it in 3 quarters. The position peaked at $1.08M in Q4 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • IFC Advisors reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • IFC Advisors sold 1,590 Procter & Gamble shares in Q1 2026, an estimated $228K.
  • IFC Advisors first reported a position in Procter & Gamble in Q4 2024 and held it in 3 quarters.
  • IFC Advisors's Procter & Gamble position peaked at $1.08M in Q4 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on IFC Advisors's 13F filing for Q1 2026, filed 4 May 2026.