KF
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Krilogy Financial’s Procter & Gamble PG Stock Holding History

Krilogy Financial’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 		$2.71M Buy
18,931
+95
+0.5% +$14.4K 0.09% 185
2025
Q4 		$2.82M Buy
18,836
+932
+5% +$137K 0.1% 173
2025
Q3 		$2.61M Buy
17,904
+4,801
+37% +$750K 0.1% 167
2025
Q2 		$2.09M Sell
13,103
-1,549
-11% -$253K 0.12% 133
2025
Q1 		$2.5M Sell
14,652
-1,943
-12% -$325K 0.16% 112
2024
Q4 		$2.78M Sell
16,595
-1,810
-10% -$308K 0.19% 103
2024
Q3 		$3.19M Buy
18,405
+419
+2% +$71.1K 0.22% 102
2024
Q2 		$2.97M Buy
17,986
+3,354
+23% +$548K 0.22% 100
2024
Q1 		$2.37M Sell
14,632
-1,681
-10% -$264K 0.18% 115
2023
Q4 		$2.39M Buy
16,313
+244
+2% +$36.1K 0.2% 99
2023
Q3 		$2.34M Sell
16,069
-78
-0.5% -$11.9K 0.21% 97
2023
Q2 		$2.45M Sell
16,147
-837
-5% -$126K 0.22% 95
2023
Q1 		$2.53M Buy
16,984
+1,434
+9% +$205K 0.21% 91
2022
Q4 		$2.36M Buy
15,550
+2,312
+17% +$324K 0.22% 78
2022
Q3 		$1.67M Buy
13,238
+158
+1% +$22.4K 0.2% 81
2022
Q2 		$1.88M Sell
13,080
-612
-4% -$92K 0.22% 74
2022
Q1 		$2.09M Sell
13,692
-668
-5% -$105K 0.21% 75
2021
Q4 		$2.35M Buy
14,360
+337
+2% +$50K 0.24% 68
2021
Q3 		$1.96M Buy
14,023
+119
+0.9% +$16.9K 0.2% 75
2021
Q2 		$1.88M Sell
13,904
-287
-2% -$38.8K 0.19% 78
2021
Q1 		$1.92M Buy
14,191
+35
+0.2% +$4.57K 0.2% 70
2020
Q4 		$1.97M Buy
14,156
+334
+2% +$46.7K 0.24% 67
2020
Q3 		$1.92M Sell
13,822
-255
-2% -$33.9K 0.27% 59
2020
Q2 		$1.68M Buy
14,077
+9,173
+187% +$1.07M 0.26% 56
2020
Q1 		$539K Sell
4,904
-664
-12% -$79.7K 0.1% 114
2019
Q4 		$695K Buy
5,568
+743
+15% +$90.9K 0.11% 105
2019
Q3 		$600K Sell
4,825
-174
-3% -$20.6K 0.11% 106
2019
Q2 		$548K Buy
4,999
+100
+2% +$10.7K 0.11% 103
2019
Q1 		$510K Sell
4,899
-173
-3% -$16.8K 0.11% 102
2018
Q4 		$466K Buy
5,072
+4
+0.1% +$358 0.13% 76
2018
Q3 		$422K Sell
5,068
-1,714
-25% -$140K 0.1% 88
2018
Q2 		$529K Buy
6,782
+541
+9% +$40.7K 0.13% 70
2018
Q1 		$495K Sell
6,241
-924
-13% -$77K 0.12% 82
2017
Q4 		$658K Buy
7,165
+209
+3% +$18.8K 0.16% 71
2017
Q3 		$633K Buy
6,956
+18
+0.3% +$1.64K 0.16% 66
2017
Q2 		$605K Buy
6,938
+50
+0.7% +$4.41K 0.17% 59
2017
Q1 		$579K Hold
6,888
– – 0.18% 58
2016
Q4 		$579K Sell
6,888
-1,533
-18% -$131K 0.18% 58
2016
Q3 		$756K Buy
8,421
+111
+1% +$9.64K 0.24% 51
2016
Q2 		$704K Buy
8,310
+827
+11% +$67.9K 0.24% 54
2016
Q1 		$616K Buy
+7,483
New +$603K 0.25% 48
2015
Q4 		– Sell
-9,253
Closed -$666K – 553
2015
Q3 		$666K Buy
+9,253
New +$694K 0.32% 41

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

Krilogy Financial's PG Position: Q1 2026 in Review

Krilogy Financial increased its Procter & Gamble (PG) stake by 0.5% in Q1 2026, buying an estimated $14.4K and bringing the position to 18,931 shares worth $2.71M. The position accounts for 0.09% of the portfolio, ranked #185.

Krilogy Financial first reported a position in PG in Q3 2015 and has held it in 42 quarters since. The position peaked at $3.19M in Q3 2024. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Krilogy Financial held 18,931 shares of Procter & Gamble worth $2.71M as of Q1 2026.
  • Krilogy Financial bought 95 Procter & Gamble shares in Q1 2026, an estimated $14.4K.
  • Procter & Gamble made up 0.09% of Krilogy Financial's portfolio in Q1 2026, its #185 holding.
  • Krilogy Financial first reported a position in Procter & Gamble in Q3 2015 and has held it in 42 quarters since.
  • Krilogy Financial's Procter & Gamble position peaked at $3.19M in Q3 2024.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.