IRON Financial’s Procter & Gamble PG Stock Holding History

IRON Financial’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	$904K	Sell	6,167 -55	-0.9%	-$8.01K	0.37%	48
2026 Q1	$899K	Sell	6,222 -12	-0.2%	-$1.82K	0.39%	48
2025 Q4	$893K	Buy	6,234 +34	+0.5%	+$5.01K	0.41%	44
2025 Q3	$953K	Buy	6,200 +1	+0%	+$156	0.46%	37
2025 Q2	$988K	Buy	6,199 +61	+1%	+$9.96K	0.51%	38
2025 Q1	$1.05M	Buy	6,138 +24	+0.4%	+$4.02K	0.59%	32
2024 Q4	$1.02M	Buy	6,114 +24	+0.4%	+$4.09K	0.58%	30
2024 Q3	$1.05M	Sell	6,090 -1	-0%	-$170	0.57%	32
2024 Q2	$1M	Buy	6,091 +64	+1%	+$10.5K	0.56%	34
2024 Q1	$978K	Buy	6,027 +32	+0.5%	+$5.02K	0.55%	34
2023 Q4	$879K	Buy	5,995 +26	+0.4%	+$3.85K	0.5%	34
2023 Q3	$871K	Sell	5,969 -9	-0.2%	-$1.38K	0.51%	36
2023 Q2	$907K	Buy	5,978 +19	+0.3%	+$2.86K	0.49%	39
2023 Q1	$886K	Buy	5,959 +122	+2%	+$17.4K	0.49%	41
2022 Q4	$885K	Buy	5,837 +2	+0%	+$280	0.51%	43
2022 Q3	$737K	Buy	5,835 +1	+0%	+$142	0.4%	48
2022 Q2	$839K	Sell	5,834 -35	-0.6%	-$5.26K	0.44%	37
2022 Q1	$897K	Buy	5,869 +44	+0.8%	+$6.88K	0.41%	37
2021 Q4	$953K	Buy	5,825 +42	+0.7%	+$6.24K	0.43%	34
2021 Q3	$808K	Buy	5,783 +72	+1%	+$10.2K	0.39%	36
2021 Q2	$771K	Sell	5,711 -553	-9%	-$74.8K	0.36%	39
2021 Q1	$848K	Buy	6,264 +557	+10%	+$72.7K	0.45%	30
2020 Q4	$794K	Buy	5,707 +97	+2%	+$13.6K	0.4%	30
2020 Q3	$780K	Buy	5,610 +151	+3%	+$20K	0.43%	29
2020 Q2	$653K	Buy	5,459 +46	+0.8%	+$5.36K	0.34%	34
2020 Q1	$595K	Sell	5,413 -122	-2%	-$14.6K	0.37%	31
2019 Q4	$691K	Buy	5,535 +236	+4%	+$28.9K	0.33%	38
2019 Q3	$659K	Buy	5,299 +21	+0.4%	+$2.48K	0.49%	27
2019 Q2	$549K	Buy	5,278 +375	+8%	+$40K	0.51%	33
2019 Q1	$510K	Buy	4,903 +124	+3%	+$12.1K	0.32%	33
2018 Q4	$439K	Buy	4,779 +25	+0.5%	+$2.23K	0.34%	49
2018 Q3	$396K	Buy	4,754 +28	+0.6%	+$2.29K	0.27%	56
2018 Q2	$369K	Buy	4,726 +1,150	+32%	+$86.5K	0.2%	69
2018 Q1	$283K	Buy	3,576 +166	+5%	+$13.8K	0.18%	74
2017 Q4	$313K	Buy	3,410 +44	+1%	+$3.96K	0.22%	62
2017 Q3	$306K	Buy	3,366 +24	+0.7%	+$2.19K	0.23%	58
2017 Q2	$291K	Buy	3,342 +25	+0.8%	+$2.2K	0.26%	65
2017 Q1	$298K	Sell	3,317 -952	-22%	-$84.4K	0.21%	67
2016 Q4	$359K	Sell	4,269 -27	-0.6%	-$2.3K	0.25%	58
2016 Q3	$386K	Buy	4,296 +13	+0.3%	+$1.13K	0.47%	46
2016 Q2	$363K	Sell	4,283 -25	-0.6%	-$2.05K	0.47%	46
2016 Q1	$355K	Buy	4,308 +87	+2%	+$7.01K	0.36%	61
2015 Q4	$335K	Buy	4,221 +26	+0.6%	+$1.99K	0.28%	71
2015 Q3	$302K	Buy	4,195 +252	+6%	+$18.9K	0.2%	67
2015 Q2	$309K	Sell	3,943 -776	-16%	-$62.4K	0.29%	54
2015 Q1	$387K	Buy	+4,719	New	+$406K	0.3%	45
2014 Q3	–	Sell	-4,653	Closed	-$366K	–	77
2014 Q2	$366K	Buy	+4,653	New	+$375K	0.32%	39
2014 Q1	–	Sell	-4,609	Closed	-$375K	–	83
2013 Q4	$375K	Buy	+4,609	New	+$375K	0.38%	29

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

IRON Financial's PG Position: Q2 2026 in Review

IRON Financial reduced its Procter & Gamble (PG) stake by 0.88% in Q2 2026, selling an estimated $8.01K and leaving 6,167 shares worth $904K. The position accounts for 0.37% of the portfolio, ranked #48.

IRON Financial first reported a position in PG in Q4 2013 and has held it in 48 quarters since. The position peaked at $1.05M in Q3 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

IRON Financial held 6,167 shares of Procter & Gamble worth $904K as of Q2 2026.
IRON Financial sold 55 Procter & Gamble shares in Q2 2026, an estimated $8.01K.
Procter & Gamble made up 0.37% of IRON Financial's portfolio in Q2 2026, its #48 holding.
IRON Financial first reported a position in Procter & Gamble in Q4 2013 and has held it in 48 quarters since.
IRON Financial's Procter & Gamble position peaked at $1.05M in Q3 2024.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.