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 Q2	–	Sell	-100	Closed	-$720	–	631
2023 Q1	$720	Buy	100 +99	+9,900%	+$14.2K	﹤0.01%	597
2022 Q4	$910	Hold	1	–	–	﹤0.01%	553
2022 Q3	$2K	Buy	+1	New	+$142	﹤0.01%	558
2021 Q1	–	Sell	-2	Closed	-$3K	–	693
2020 Q4	$3K	Hold	2	–	–	﹤0.01%	598
2020 Q3	$4K	Hold	2	–	–	﹤0.01%	506
2020 Q2	$7K	Hold	2	–	–	﹤0.01%	481
2020 Q1	$9K	Buy	+2	New	+$240	﹤0.01%	455
2019 Q4	–	Sell	-2	Closed	-$7K	–	542
2019 Q3	$7K	Buy	+2	New	+$236	﹤0.01%	484
2017 Q1	–	Sell	-4	Closed	-$2K	–	321
2016 Q4	$2K	Hold	4	–	–	﹤0.01%	256
2016 Q3	$1K	Buy	+4	New	+$347	﹤0.01%	263

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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. 1,771 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.
1,771 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.