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Kovack Advisors’s Procter & Gamble PG Stock Holding History

Kovack 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
2023
Q1 		– Sell
-1
Closed -$1.85K – 647
2022
Q4 		$1.85K Buy
+1
New +$140 ﹤0.01% 548
2017
Q2 		– Sell
-2
Closed -$1K – 399
2017
Q1 		$1K Buy
+2
New +$177 ﹤0.01% 300
2014
Q2 		– Sell
-3
Closed -$1K – 133
2014
Q1 		$1K Buy
+3
New +$236 ﹤0.01% 81

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kovack Advisors's PG Position: Q2 2026 in Review

Kovack Advisors reduced its Procter & Gamble (PG) stake by 1.4% in Q2 2026, selling an estimated $44.7K and leaving 22,123 shares worth $3.25M. The position accounts for 0.16% of the portfolio, ranked #130.

Kovack Advisors first reported a position in PG in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.61M in Q4 2025. 1,852 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Kovack Advisors held 22,123 shares of Procter & Gamble worth $3.25M as of Q2 2026.
  • Kovack Advisors sold 307 Procter & Gamble shares in Q2 2026, an estimated $44.7K.
  • Procter & Gamble made up 0.16% of Kovack Advisors's portfolio in Q2 2026, its #130 holding.
  • Kovack Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 53 quarters since.
  • Kovack Advisors's Procter & Gamble position peaked at $3.61M in Q4 2025.
  • 1,852 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.