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Investment Planning Advisors’s Procter & Gamble PG Stock Holding History

Investment Planning 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 		$299K Buy
2,036
+321
+19% +$46.7K 0.07% 98
2026
Q1 		$248K Buy
1,715
+172
+11% +$26.1K 0.07% 94
2025
Q4 		$221K Buy
+1,543
New +$228K 0.06% 91

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Investment Planning Advisors's PG Position: Q2 2026 in Review

Investment Planning Advisors increased its Procter & Gamble (PG) stake by 19% in Q2 2026, buying an estimated $46.7K and bringing the position to 2,036 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #98.

Investment Planning Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Investment Planning Advisors held 2,036 shares of Procter & Gamble worth $299K as of Q2 2026.
  • Investment Planning Advisors bought 321 Procter & Gamble shares in Q2 2026, an estimated $46.7K.
  • Procter & Gamble made up 0.07% of Investment Planning Advisors's portfolio in Q2 2026, its #98 holding.
  • Investment Planning Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.