JSF Financial’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $732K | Sell |
4,990
-196
| -4% | -$28.5K | 0.12% | 90 |
|
|
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
JSF Financial's PG Position: Q2 2026 in Review
JSF Financial reduced its Procter & Gamble (PG) stake by 3.8% in Q2 2026, selling an estimated $28.5K and leaving 4,990 shares worth $732K. The position accounts for 0.12% of the portfolio, ranked #90.
JSF Financial first reported a position in PG in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.84M in Q3 2024. 4,019 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- JSF Financial held 4,990 shares of Procter & Gamble worth $732K as of Q2 2026.
- JSF Financial sold 196 Procter & Gamble shares in Q2 2026, an estimated $28.5K.
- Procter & Gamble made up 0.12% of JSF Financial's portfolio in Q2 2026, its #90 holding.
- JSF Financial first reported a position in Procter & Gamble in Q4 2018 and has held it in 31 quarters since.
- JSF Financial's Procter & Gamble position peaked at $1.84M in Q3 2024.
- 4,019 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.