JFG
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Jefferies Financial Group’s Procter & Gamble PG Stock Holding History

Jefferies 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
Q1 		$4.34M Sell
30,037
-967,727
-97% -$147M 0.03% 384
2025
Q4 		$143M Buy
997,764
+549,724
+123% +$81.1M 0.73% 19
2025
Q3 		$68.8M Buy
448,040
+120,858
+37% +$18.9M 0.32% 40
2025
Q2 		$52.1M Buy
327,182
+240,649
+278% +$39.3M 0.44% 33
2025
Q1 		$14.7M Buy
86,533
+38,082
+79% +$6.38M 0.13% 101
2024
Q4 		$8.12M Buy
48,451
+3,667
+8% +$625K 0.05% 263
2024
Q3 		$7.76M Sell
44,784
-15,957
-26% -$2.71M 0.06% 227
2024
Q2 		$10M Sell
60,741
-20,968
-26% -$3.43M 0.11% 155
2024
Q1 		$13.3M Buy
81,709
+6,726
+9% +$1.05M 0.12% 128
2023
Q4 		$11M Sell
74,983
-2,140
-3% -$317K 0.07% 206
2023
Q3 		$11.2M Buy
77,123
+51,845
+205% +$7.92M 0.1% 151
2023
Q2 		$3.84M Sell
25,278
-5,343
-17% -$805K 0.03% 422
2023
Q1 		$4.55M Buy
30,621
+28,840
+1,619% +$4.12M 0.04% 395
2022
Q4 		$270K Buy
+1,781
New +$250K ﹤0.01% 1219
2016
Q4 		– Sell
-1,728,589
Closed -$155M – 31
2016
Q3 		$155M Buy
+1,728,589
New +$150M 12.74% 2

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jefferies Financial Group's PG Position: Q1 2026 in Review

Jefferies Financial Group reduced its Procter & Gamble (PG) stake by 97% in Q1 2026, selling an estimated $147M and leaving 30,037 shares worth $4.34M. The position accounts for 0.03% of the portfolio, ranked #384.

Jefferies Financial Group first reported a position in PG in Q3 2016 and has held it in 15 quarters since. The position peaked at $155M in Q3 2016. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Jefferies Financial Group held 30,037 shares of Procter & Gamble worth $4.34M as of Q1 2026.
  • Jefferies Financial Group sold 967,727 Procter & Gamble shares in Q1 2026, an estimated $147M.
  • Procter & Gamble made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #384 holding.
  • Jefferies Financial Group first reported a position in Procter & Gamble in Q3 2016 and has held it in 15 quarters since.
  • Jefferies Financial Group's Procter & Gamble position peaked at $155M in Q3 2016.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.