JFS Wealth Advisors’s Procter & Gamble PG Stock Holding History

JFS Wealth 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	$4.16M	Sell	28,368 -262	-0.9%	-$38.1K	0.21%	73
2026 Q1	$4.14M	Sell	28,630 -1,061	-4%	-$161K	0.23%	74
2025 Q4	$4.26M	Buy	29,691 +1,514	+5%	+$223K	0.24%	67
2025 Q3	$4.33M	Sell	28,177 -215	-0.8%	-$33.6K	0.25%	64
2025 Q2	$4.52M	Sell	28,392 -540	-2%	-$88.1K	0.29%	59
2025 Q1	$4.93M	Buy	28,932 +265	+0.9%	+$44.4K	0.33%	50
2024 Q4	$4.81M	Sell	28,667 -572	-2%	-$97.4K	0.33%	53
2024 Q3	$5.06M	Buy	29,239 +11,385	+64%	+$1.93M	0.34%	51
2024 Q2	$2.94M	Sell	17,854 -317	-2%	-$51.8K	0.23%	63
2024 Q1	$2.95M	Sell	18,171 -82	-0.4%	-$12.9K	0.23%	62
2023 Q4	$2.67M	Sell	18,253 -236	-1%	-$35K	0.23%	63
2023 Q3	$2.7M	Buy	18,489 +479	+3%	+$73.2K	0.25%	60
2023 Q2	$2.73M	Sell	18,010 -268	-1%	-$40.4K	0.25%	62
2023 Q1	$2.72M	Sell	18,278 -31	-0.2%	-$4.43K	0.26%	62
2022 Q4	$2.77M	Sell	18,309 -83	-0.5%	-$11.6K	0.27%	60
2022 Q3	$2.32M	Sell	18,392 -369	-2%	-$52.4K	0.25%	64
2022 Q2	$2.7M	Buy	18,761 +9	+0%	+$1.35K	0.28%	59
2022 Q1	$2.87M	Buy	18,752 +35	+0.2%	+$5.48K	0.27%	72
2021 Q4	$3.06M	Buy	18,717 +1,204	+7%	+$179K	0.29%	69
2021 Q3	$2.45M	Buy	17,513 +828	+5%	+$117K	0.25%	75
2021 Q2	$2.25M	Sell	16,685 -610	-4%	-$82.5K	0.34%	48
2021 Q1	$2.34M	Sell	17,295 -134	-0.8%	-$17.5K	0.48%	47
2020 Q4	$2.42M	Sell	17,429 -94	-0.5%	-$13.1K	0.51%	47
2020 Q3	$2.44M	Buy	17,523 +16	+0.1%	+$2.12K	0.58%	42
2020 Q2	$2.09M	Sell	17,507 -381	-2%	-$44.4K	0.54%	45
2020 Q1	$1.97M	Buy	17,888 +490	+3%	+$58.8K	0.59%	41
2019 Q4	$2.17M	Sell	17,398 -469	-3%	-$57.4K	0.54%	44
2019 Q3	$2.22M	Buy	17,867 +22	+0.1%	+$2.6K	0.57%	43
2019 Q2	$1.96M	Buy	17,845 +19	+0.1%	+$2.02K	0.5%	48
2019 Q1	$1.85M	Buy	17,826 +19	+0.1%	+$1.85K	0.48%	49
2018 Q4	$1.64M	Sell	17,807 -93	-0.5%	-$8.31K	0.44%	51
2018 Q3	$1.49M	Sell	17,900 -1,532	-8%	-$125K	0.38%	52
2018 Q2	$1.52M	Sell	19,432 -1,043	-5%	-$78.5K	0.4%	49
2018 Q1	$1.62M	Sell	20,475 -1,325	-6%	-$110K	0.43%	48
2017 Q4	$2M	Buy	21,800 +202	+0.9%	+$18.2K	0.49%	45
2017 Q3	$1.97M	Buy	21,598 +1,134	+6%	+$103K	0.51%	44
2017 Q2	$1.78M	Sell	20,464 -1,836	-8%	-$162K	0.49%	49
2017 Q1	$1.88M	Hold	22,300	–	–	0.51%	50
2016 Q4	$1.88M	Sell	22,300 -1,930	-8%	-$164K	0.51%	50
2016 Q3	$2.17M	Sell	24,230 -2,217	-8%	-$193K	0.62%	41
2016 Q2	$2.24M	Sell	26,447 -64	-0.2%	-$5.25K	0.62%	34
2016 Q1	$2.18M	Sell	26,511 -1,290	-5%	-$104K	0.64%	33
2015 Q4	$2.21M	Sell	27,801 -658	-2%	-$50.3K	0.64%	34
2015 Q3	$2.05M	Buy	+28,459	New	+$2.13M	0.9%	26
2014 Q2	–	Sell	-30,032	Closed	-$2.42M	–	488
2014 Q1	$2.42M	Sell	30,032 -1,059	-3%	-$83.4K	1.34%	20
2013 Q4	$2.53M	Sell	31,091 -2,014	-6%	-$164K	1.1%	23
2013 Q3	$2.5M	Buy	33,105 +792	+2%	+$63K	1.17%	23
2013 Q2	$2.49M	Buy	+32,313	New	+$2.54M	1.25%	22

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JFS Wealth Advisors's PG Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Procter & Gamble (PG) stake by 0.92% in Q2 2026, selling an estimated $38.1K and leaving 28,368 shares worth $4.16M. The position accounts for 0.21% of the portfolio, ranked #73.

JFS Wealth Advisors first reported a position in PG in Q2 2013 and has held it in 48 quarters since. The position peaked at $5.06M in Q3 2024. 1,804 funds tracked by Wall St. Rank hold PG as of Q2 2026.

JFS Wealth Advisors held 28,368 shares of Procter & Gamble worth $4.16M as of Q2 2026.
JFS Wealth Advisors sold 262 Procter & Gamble shares in Q2 2026, an estimated $38.1K.
Procter & Gamble made up 0.21% of JFS Wealth Advisors's portfolio in Q2 2026, its #73 holding.
JFS Wealth Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 48 quarters since.
JFS Wealth Advisors's Procter & Gamble position peaked at $5.06M in Q3 2024.
1,804 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.