JRPIM
PG icon

Journey Retirement Planning & Investment Management’s Procter & Gamble PG Stock Holding History

Journey Retirement Planning & Investment Management’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 		$551K Buy
3,760
+394
+12% +$57.3K 0.43% 76
2026
Q1 		$486K Sell
3,366
-6,454
-66% -$978K 0.43% 82
2025
Q4 		$1.41M Buy
+9,820
New +$1.45M 0.29% 87

Other funds holding PG

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Retirement Planning & Investment Management's PG Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $57.3K and bringing the position to 3,760 shares worth $551K. The position accounts for 0.43% of the portfolio, ranked #76.

Journey Retirement Planning & Investment Management first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q4 2025. 2,572 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,760 shares of Procter & Gamble worth $551K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 394 Procter & Gamble shares in Q2 2026, an estimated $57.3K.
  • Procter & Gamble made up 0.43% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #76 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Procter & Gamble position peaked at $1.41M in Q4 2025.
  • 2,572 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.