JF
PG icon

JSF Financial’s Procter & Gamble PG Stock Holding History

JSF 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
Q1 		$749K Sell
5,186
-53
-1% -$8.04K 0.15% 79
2025
Q4 		$751K Sell
5,239
-63
-1% -$9.29K 0.16% 79
2025
Q3 		$815K Sell
5,302
-171
-3% -$26.7K 0.18% 76
2025
Q2 		$872K Buy
5,473
+10
+0.2% +$1.63K 0.21% 71
2025
Q1 		$931K Sell
5,463
-5,278
-49% -$884K 0.25% 65
2024
Q4 		$1.8M Buy
10,741
+96
+0.9% +$16.4K 0.48% 35
2024
Q3 		$1.84M Buy
10,645
+495
+5% +$84K 0.54% 32
2024
Q2 		$1.67M Sell
10,150
-182
-2% -$29.8K 0.51% 33
2024
Q1 		$1.68M Buy
10,332
+4,112
+66% +$645K 0.52% 30
2023
Q4 		$912K Sell
6,220
-182
-3% -$27K 0.32% 41
2023
Q3 		$934K Sell
6,402
-58
-0.9% -$8.86K 0.36% 34
2023
Q2 		$980K Sell
6,460
-219
-3% -$33K 0.35% 38
2023
Q1 		$993K Sell
6,679
-45
-0.7% -$6.43K 0.37% 39
2022
Q4 		$1.02M Sell
6,724
-3,832
-36% -$537K 0.38% 40
2022
Q3 		$1.33M Buy
10,556
+208
+2% +$29.5K 0.51% 32
2022
Q2 		$1.49M Buy
10,348
+486
+5% +$73K 0.67% 29
2022
Q1 		$1.51M Buy
9,862
+787
+9% +$123K 0.64% 28
2021
Q4 		$1.48M Buy
9,075
+282
+3% +$41.9K 0.72% 20
2021
Q3 		$1.23M Buy
8,793
+2,316
+36% +$328K 0.61% 23
2021
Q2 		$874K Buy
6,477
+201
+3% +$27.2K 0.52% 24
2021
Q1 		$850K Sell
6,276
-260
-4% -$33.9K 0.53% 24
2020
Q4 		$909K Buy
6,536
+1
+0% +$140 0.64% 21
2020
Q3 		$908K Buy
6,535
+162
+3% +$21.5K 0.71% 22
2020
Q2 		$762K Sell
6,373
-600
-9% -$70K 0.66% 20
2020
Q1 		$767K Buy
6,973
+1,713
+33% +$206K 0.78% 22
2019
Q4 		$657K Hold
5,260
– – 0.65% 26
2019
Q3 		$654K Hold
5,260
– – 0.71% 23
2019
Q2 		$577K Buy
5,260
+548
+12% +$58.4K 0.63% 26
2019
Q1 		$490K Sell
4,712
-40
-0.8% -$3.89K 0.54% 25
2018
Q4 		$437K Buy
+4,752
New +$425K 0.45% 30

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

JSF Financial's PG Position: Q1 2026 in Review

JSF Financial reduced its Procter & Gamble (PG) stake by 1% in Q1 2026, selling an estimated $8.04K and leaving 5,186 shares worth $749K. The position accounts for 0.15% of the portfolio, ranked #79.

JSF Financial first reported a position in PG in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.84M in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • JSF Financial held 5,186 shares of Procter & Gamble worth $749K as of Q1 2026.
  • JSF Financial sold 53 Procter & Gamble shares in Q1 2026, an estimated $8.04K.
  • Procter & Gamble made up 0.15% of JSF Financial's portfolio in Q1 2026, its #79 holding.
  • JSF Financial first reported a position in Procter & Gamble in Q4 2018 and has held it in 30 quarters since.
  • JSF Financial's Procter & Gamble position peaked at $1.84M in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.