KFS
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Kelly Financial Services’s Procter & Gamble PG Stock Holding History

Kelly Financial Services’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 		$285K Buy
1,945
+16
+0.8% +$2.33K 0.06% 106
2026
Q1 		$279K Buy
1,929
+207
+12% +$31.4K 0.07% 101
2025
Q4 		$247K Sell
1,722
-51
-3% -$7.52K 0.06% 103
2025
Q3 		$272K Sell
1,773
-44
-2% -$6.87K 0.07% 95
2025
Q2 		$289K Buy
1,817
+90
+5% +$14.7K 0.09% 92
2025
Q1 		$294K Buy
1,727
+138
+9% +$23.1K 0.1% 84
2024
Q4 		$266K Buy
1,589
+89
+6% +$15.2K 0.1% 93
2024
Q3 		$260K Buy
1,500
+243
+19% +$41.3K 0.1% 98
2024
Q2 		$207K Buy
1,257
+134
+12% +$21.9K 0.07% 106
2024
Q1 		$182K Sell
1,123
-93
-8% -$14.6K 0.07% 111
2023
Q4 		$178K Sell
1,216
-250
-17% -$37K 0.07% 103
2023
Q3 		$214K Buy
1,466
+49
+3% +$7.49K 0.1% 86
2023
Q2 		$215K Buy
1,417
+124
+10% +$18.7K 0.1% 84
2023
Q1 		$192K Buy
1,293
+53
+4% +$7.58K 0.1% 83
2022
Q4 		$188K Buy
1,240
+7
+0.6% +$981 0.1% 87
2022
Q3 		$156K Buy
1,233
+298
+32% +$42.3K 0.09% 84
2022
Q2 		$134K Sell
935
-33
-3% -$4.96K 0.07% 95
2022
Q1 		$148K Buy
968
+5
+0.5% +$782 0.07% 98
2021
Q4 		$158K Buy
963
+4
+0.4% +$594 0.07% 92
2021
Q3 		$134K Sell
959
-126,115
-99% -$17.9M 0.08% 87
2021
Q2 		$942K Buy
127,074
+126,137
+13,462% +$17.1M 0.04% 128
2021
Q1 		$127K Buy
937
+42
+5% +$5.48K 0.08% 68
2020
Q4 		$125K Buy
895
+4
+0.4% +$559 0.08% 59
2020
Q3 		$124K Sell
891
-137
-13% -$18.2K 0.09% 47
2020
Q2 		$123K Buy
1,028
+7
+0.7% +$816 0.1% 43
2020
Q1 		$112K Buy
1,021
+395
+63% +$47.4K 0.14% 39
2019
Q4 		$78.2K Buy
626
+53
+9% +$6.49K 0.06% 61
2019
Q3 		$71.3K Buy
573
+27
+5% +$3.19K 0.06% 64
2019
Q2 		$59.9K Buy
546
+3
+0.6% +$320 0.05% 67
2019
Q1 		$56.5K Buy
+543
New +$52.9K 0.06% 69

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Kelly Financial Services's PG Position: Q2 2026 in Review

Kelly Financial Services increased its Procter & Gamble (PG) stake by 0.83% in Q2 2026, buying an estimated $2.33K and bringing the position to 1,945 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #106.

Kelly Financial Services first reported a position in PG in Q1 2019 and has held it in 30 quarters since. The position peaked at $942K in Q2 2021. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Kelly Financial Services held 1,945 shares of Procter & Gamble worth $285K as of Q2 2026.
  • Kelly Financial Services bought 16 Procter & Gamble shares in Q2 2026, an estimated $2.33K.
  • Procter & Gamble made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #106 holding.
  • Kelly Financial Services first reported a position in Procter & Gamble in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Procter & Gamble position peaked at $942K in Q2 2021.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.