KFI
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Key Financial Inc’s Procter & Gamble PG Stock Holding History

Key Financial Inc’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 		$2.35M Sell
16,279
-1,066
-6% -$162K 0.42% 49
2025
Q4 		$2.49M Sell
17,345
-16
-0.1% -$2.36K 0.45% 49
2025
Q3 		$2.66M Buy
17,361
+9
+0.1% +$1.41K 0.49% 42
2025
Q2 		$2.76M Sell
17,352
-364
-2% -$59.4K 0.56% 39
2025
Q1 		$3.02M Sell
17,716
-275
-2% -$46.1K 0.66% 34
2024
Q4 		$3.02M Sell
17,991
-2,390
-12% -$407K 0.69% 32
2024
Q3 		$3.53M Sell
20,381
-607
-3% -$103K 0.78% 29
2024
Q2 		$3.46M Buy
20,988
+113
+0.5% +$18.5K 0.83% 29
2024
Q1 		$3.39M Sell
20,875
-156
-0.7% -$24.5K 0.86% 28
2023
Q4 		$3.08M Sell
21,031
-68
-0.3% -$10.1K 0.84% 25
2023
Q3 		$3.08M Sell
21,099
-89
-0.4% -$13.6K 1.04% 19
2023
Q2 		$3.22M Sell
21,188
-407
-2% -$61.3K 1.07% 19
2023
Q1 		$3.21M Buy
21,595
+267
+1% +$38.2K 1.17% 17
2022
Q4 		$2.69M Hold
21,328
– – 1.27% 16
2022
Q3 		$2.69M Buy
21,328
+7,045
+49% +$1M 1.27% 16
2022
Q2 		$2.09M Sell
14,283
-65
-0.5% -$9.77K 1.13% 15
2022
Q1 		$2.19M Buy
14,348
+266
+2% +$41.6K 1.09% 16
2021
Q4 		$2.3M Hold
14,082
– – 1.15% 18
2021
Q3 		$1.97M Sell
14,082
-50
-0.4% -$7.09K 1.11% 18
2021
Q2 		$2.01M Buy
14,132
+346
+3% +$46.8K 1.12% 16
2021
Q1 		$1.87M Buy
13,786
+34
+0.2% +$4.44K 1.23% 17
2020
Q4 		$1.91M Buy
13,752
+39
+0.3% +$5.45K 1.42% 14
2020
Q3 		$1.91M Sell
13,713
-69
-0.5% -$9.16K 1.95% 11
2020
Q2 		$1.62M Buy
13,782
+714
+5% +$83.3K 1.86% 13
2020
Q1 		$1.5M Buy
13,068
+1,968
+18% +$236K 1.54% 14
2019
Q4 		$1.39M Buy
+11,100
New +$1.36M 1.3% 16

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

Key Financial Inc's PG Position: Q1 2026 in Review

Key Financial Inc reduced its Procter & Gamble (PG) stake by 6.1% in Q1 2026, selling an estimated $162K and leaving 16,279 shares worth $2.35M. The position accounts for 0.42% of the portfolio, ranked #49.

Key Financial Inc first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.53M in Q3 2024. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Key Financial Inc held 16,279 shares of Procter & Gamble worth $2.35M as of Q1 2026.
  • Key Financial Inc sold 1,066 Procter & Gamble shares in Q1 2026, an estimated $162K.
  • Procter & Gamble made up 0.42% of Key Financial Inc's portfolio in Q1 2026, its #49 holding.
  • Key Financial Inc first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Key Financial Inc's Procter & Gamble position peaked at $3.53M in Q3 2024.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.