KCFA
PG icon

Key Client Fiduciary Advisors’s Procter & Gamble PG Stock Holding History

Key Client Fiduciary 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 		$553K Sell
3,772
-27
-0.7% -$3.93K 0.16% 127
2026
Q1 		$549K Sell
3,799
-26
-0.7% -$3.94K 0.19% 114
2025
Q4 		$548K Sell
3,825
-137
-3% -$20.2K 0.19% 106
2025
Q3 		$609K Buy
3,962
+60
+2% +$9.37K 0.2% 98
2025
Q2 		$622K Sell
3,902
-176
-4% -$28.7K 0.25% 89
2025
Q1 		$695K Sell
4,078
-68
-2% -$11.4K 0.32% 73
2024
Q4 		$695K Buy
4,146
+13
+0.3% +$2.21K 0.31% 80
2024
Q3 		$716K Buy
4,133
+1,124
+37% +$191K 0.32% 72
2024
Q2 		$496K Buy
3,009
+7
+0.2% +$1.14K 0.25% 92
2024
Q1 		$487K Sell
3,002
-497
-14% -$77.9K 0.26% 97
2023
Q4 		$513K Sell
3,499
-119
-3% -$17.6K 0.3% 85
2023
Q3 		$528K Buy
3,618
+55
+2% +$8.4K 0.32% 75
2023
Q2 		$541K Buy
3,563
+76
+2% +$11.5K 0.31% 71
2023
Q1 		$518K Buy
3,487
+132
+4% +$18.9K 0.32% 70
2022
Q4 		$509K Buy
3,355
+1,565
+87% +$219K 0.34% 65
2022
Q3 		$226K Buy
1,790
+132
+8% +$18.8K 0.2% 94
2022
Q2 		$238K Buy
1,658
+53
+3% +$7.97K 0.23% 94
2022
Q1 		$245K Buy
1,605
+280
+21% +$43.8K 0.19% 107
2021
Q4 		$217K Buy
+1,325
New +$197K 0.18% 113

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return