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Independent Financial Group’s Procter & Gamble PG Stock Holding History

Independent Financial Group’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 		$5.18M Buy
35,296
+2,324
+7% +$338K 0.1% 209
2026
Q1 		$4.76M Buy
32,972
+1,262
+4% +$191K 0.11% 184
2025
Q4 		$4.54M Buy
31,710
+8,680
+38% +$1.28M 0.1% 189
2025
Q3 		$3.54M Sell
23,030
-655
-3% -$102K 0.09% 220
2025
Q2 		$3.77M Sell
23,685
-393
-2% -$64.1K 0.1% 191
2025
Q1 		$4.1M Buy
24,078
+5,706
+31% +$956K 0.14% 147
2024
Q4 		$3.08M Buy
18,372
+523
+3% +$89.1K 0.1% 194
2024
Q3 		$3.09M Buy
17,849
+760
+4% +$129K 0.11% 175
2024
Q2 		$2.82M Buy
17,089
+793
+5% +$130K 0.11% 172
2024
Q1 		$2.64M Buy
16,296
+70
+0.4% +$11K 0.12% 167
2023
Q4 		$2.38M Buy
16,226
+867
+6% +$128K 0.13% 178
2023
Q3 		$2.24M Buy
15,359
+469
+3% +$71.6K 0.15% 152
2023
Q2 		$2.26M Buy
14,890
+403
+3% +$60.7K 0.16% 144
2023
Q1 		$2.15M Buy
14,487
+267
+2% +$38.2K 0.17% 131
2022
Q4 		$2.16M Buy
14,220
+142
+1% +$19.9K 0.19% 109
2022
Q3 		$1.78M Buy
14,078
+654
+5% +$92.9K 0.16% 123
2022
Q2 		$1.93M Sell
13,424
-620
-4% -$93.2K 0.21% 113
2022
Q1 		$2.15M Buy
14,044
+2,891
+26% +$452K 0.17% 119
2021
Q4 		$1.82M Sell
11,153
-1,273
-10% -$189K 0.15% 140
2021
Q3 		$1.74M Buy
12,426
+267
+2% +$37.8K 0.18% 119
2021
Q2 		$1.64M Buy
12,159
+1,814
+18% +$245K 0.17% 128
2021
Q1 		$1.4M Sell
10,345
-185
-2% -$24.1K 0.18% 141
2020
Q4 		$1.47M Buy
10,530
+823
+8% +$115K 0.22% 117
2020
Q3 		$1.35M Buy
9,707
+561
+6% +$74.5K 0.25% 96
2020
Q2 		$1.09M Sell
9,146
-10
-0.1% -$1.17K 0.24% 104
2020
Q1 		$1.01M Buy
+9,156
New +$1.1M 0.3% 83

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Independent Financial Group's PG Position: Q2 2026 in Review

Independent Financial Group increased its Procter & Gamble (PG) stake by 7% in Q2 2026, buying an estimated $338K and bringing the position to 35,296 shares worth $5.18M. The position accounts for 0.1% of the portfolio, ranked #209.

Independent Financial Group first reported a position in PG in Q1 2020 and has held it in 26 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Independent Financial Group held 35,296 shares of Procter & Gamble worth $5.18M as of Q2 2026.
  • Independent Financial Group bought 2,324 Procter & Gamble shares in Q2 2026, an estimated $338K.
  • Procter & Gamble made up 0.1% of Independent Financial Group's portfolio in Q2 2026, its #209 holding.
  • Independent Financial Group first reported a position in Procter & Gamble in Q1 2020 and has held it in 26 quarters since.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.