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IFP Advisors’s Procter & Gamble PG Stock Holding History

IFP 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
Q2 		$12.8M Buy
87,479
+9,756
+13% +$1.42M 0.23% 90
2026
Q1 		$11.2M Buy
77,723
+11,753
+18% +$1.78M 0.23% 93
2025
Q4 		$9.45M Buy
65,970
+4,527
+7% +$668K 0.21% 96
2025
Q3 		$9.44M Buy
61,443
+659
+1% +$103K 0.25% 82
2025
Q2 		$9.91M Buy
60,784
+4,484
+8% +$732K 0.28% 68
2025
Q1 		$9.59M Buy
56,300
+4,801
+9% +$804K 0.3% 66
2024
Q4 		$8.63M Buy
51,499
+21,710
+73% +$3.7M 0.28% 66
2024
Q3 		$5.16M Buy
29,789
+1,442
+5% +$245K 0.19% 119
2024
Q2 		$4.68M Sell
28,347
-6,287
-18% -$1.03M 0.19% 118
2024
Q1 		$5.63M Sell
34,634
-11,799
-25% -$1.85M 0.25% 91
2023
Q4 		$6.8M Sell
46,433
-7,029
-13% -$1.04M 0.32% 70
2023
Q3 		$7.8M Buy
53,462
+2,983
+6% +$456K 0.35% 61
2023
Q2 		$7.66M Sell
50,479
-2,354
-4% -$355K 0.32% 65
2023
Q1 		$4.76M Sell
52,833
-142,973
-73% -$20.4M 0.21% 95
2022
Q4 		$17.7M Buy
195,806
+1,299
+0.7% +$182K 0.47% 32
2022
Q3 		$17.6M Buy
194,507
+3,726
+2% +$529K 0.46% 28
2022
Q2 		$17.2M Hold
190,781
– – 0.55% 23
2022
Q1 		$17.2M Buy
190,781
+136,663
+253% +$21.4M 0.55% 23
2021
Q4 		$8.85M Sell
54,118
-420
-0.8% -$62.4K 0.17% 65
2021
Q3 		$7.67M Buy
54,538
+3,128
+6% +$443K 0.15% 77
2021
Q2 		$6.93M Sell
51,410
-1,939
-4% -$262K 0.14% 83
2021
Q1 		$7.23M Buy
53,349
+22,118
+71% +$2.89M 0.14% 72
2020
Q4 		$4.35M Buy
31,231
+424
+1% +$59.3K 0.18% 95
2020
Q3 		$4.29M Buy
30,807
+2,006
+7% +$266K 0.26% 76
2020
Q2 		$3.38M Buy
28,801
+2,107
+8% +$246K 0.27% 79
2020
Q1 		$2.86M Sell
26,694
-3,599
-12% -$432K 0.29% 78
2019
Q4 		$3.82M Sell
30,293
-47,370
-61% -$5.8M 0.29% 82
2019
Q3 		$9.65M Buy
+77,663
New +$9.18M 0.65% 22
2019
Q1 		$2.58M Sell
24,824
-46,135
-65% -$4.49M 0.35% 60
2018
Q4 		$6.47M Sell
70,959
-72,093
-50% -$6.44M 0.39% 53
2018
Q3 		$11.9M Sell
143,052
-21,506
-13% -$1.76M 0.49% 34
2018
Q2 		$12.8M Sell
164,558
-2,671
-2% -$201K 0.54% 24
2018
Q1 		$15.4M Hold
167,229
– – 0.7% 14
2017
Q4 		$15.4M Sell
167,229
-178,835
-52% -$16.1M 0.7% 14
2017
Q3 		$31.5M Sell
346,064
-13,302
-4% -$1.21M 1.25% 6
2017
Q2 		$31.3M Buy
359,366
+27,458
+8% +$2.42M 1.33% 6
2017
Q1 		$29.8M Buy
331,908
+825
+0.2% +$73.2K 1.3% 6
2016
Q4 		$27.8M Buy
331,083
+77,282
+30% +$6.59M 1.34% 5
2016
Q3 		$22.8M Sell
253,801
-3,222
-1% -$280K 1.18% 8
2016
Q2 		$21.8M Buy
257,023
+232,199
+935% +$19.1M 1.22% 8
2016
Q1 		$2.58M Sell
24,824
-215,844
-90% -$17.4M 0.35% 60
2015
Q4 		$19.1M Buy
+240,668
New +$18.4M 1.28% 4

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFP Advisors's PG Position: Q2 2026 in Review

IFP Advisors increased its Procter & Gamble (PG) stake by 13% in Q2 2026, buying an estimated $1.42M and bringing the position to 87,479 shares worth $12.8M. The position accounts for 0.23% of the portfolio, ranked #90.

IFP Advisors first reported a position in PG in Q4 2015 and has held it in 42 quarters since. The position peaked at $31.5M in Q3 2017. 1,359 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • IFP Advisors held 87,479 shares of Procter & Gamble worth $12.8M as of Q2 2026.
  • IFP Advisors bought 9,756 Procter & Gamble shares in Q2 2026, an estimated $1.42M.
  • Procter & Gamble made up 0.23% of IFP Advisors's portfolio in Q2 2026, its #90 holding.
  • IFP Advisors first reported a position in Procter & Gamble in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Procter & Gamble position peaked at $31.5M in Q3 2017.
  • 1,359 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.