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
2025
Q3 		– Sell
-16,500
Closed -$2.63M – 1619
2025
Q2 		$2.63M Buy
+16,500
New +$2.69M 0.02% 455
2023
Q4 		– Sell
-30,700
Closed -$4.48M – 1918
2023
Q3 		$4.48M Buy
+30,700
New +$4.69M 0.04% 368

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.