KWA
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Kingswood Wealth Advisors’s Procter & Gamble PG Stock Holding History

Kingswood Wealth 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 		$4.48M Sell
30,532
-1,254
-4% -$183K 0.18% 128
2026
Q1 		$4.59M Sell
31,786
-279
-0.9% -$42.3K 0.22% 107
2025
Q4 		$4.6M Buy
32,065
+3,319
+12% +$489K 0.22% 100
2025
Q3 		$4.42M Buy
28,746
+4,292
+18% +$670K 0.27% 94
2025
Q2 		$3.9M Buy
24,454
+3,231
+15% +$527K 0.31% 67
2025
Q1 		$3.62M Sell
21,223
-773
-4% -$129K 0.33% 66
2024
Q4 		$3.69M Sell
21,996
-18,817
-46% -$3.2M 0.28% 76
2024
Q3 		$7.07M Buy
40,813
+15,468
+61% +$2.63M 0.5% 32
2024
Q2 		$4.18M Buy
25,345
+5,962
+31% +$975K 0.38% 51
2024
Q1 		$3.15M Sell
19,383
-4,837
-20% -$759K 0.36% 58
2023
Q4 		$3.55M Buy
24,220
+19,138
+377% +$2.83M 0.4% 50
2023
Q3 		$2.83M Sell
5,082
-3,071
-38% -$469K 0.48% 50
2023
Q2 		$1.24M Buy
+8,153
New +$1.23M 0.39% 63

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Kingswood Wealth Advisors's PG Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Procter & Gamble (PG) stake by 3.9% in Q2 2026, selling an estimated $183K and leaving 30,532 shares worth $4.48M. The position accounts for 0.18% of the portfolio, ranked #128.

Kingswood Wealth Advisors first reported a position in PG in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.07M in Q3 2024. 3,062 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Kingswood Wealth Advisors held 30,532 shares of Procter & Gamble worth $4.48M as of Q2 2026.
  • Kingswood Wealth Advisors sold 1,254 Procter & Gamble shares in Q2 2026, an estimated $183K.
  • Procter & Gamble made up 0.18% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #128 holding.
  • Kingswood Wealth Advisors first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Procter & Gamble position peaked at $7.07M in Q3 2024.
  • 3,062 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.