LFP
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Lakeshore Financial Planning’s Procter & Gamble PG Stock Holding History

Lakeshore Financial Planning’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 		$412K Sell
2,805
-163
-5% -$23.7K 0.13% 53
2026
Q1 		$429K Buy
2,968
+11
+0.4% +$1.67K 0.16% 42
2025
Q4 		$424K Buy
2,957
+133
+5% +$19.6K 0.15% 46
2025
Q3 		$434K Sell
2,824
-113
-4% -$17.6K 0.16% 43
2025
Q2 		$468K Buy
2,937
+23
+0.8% +$3.75K 0.19% 39
2025
Q1 		$497K Buy
2,914
+19
+0.7% +$3.18K 0.21% 34
2024
Q4 		$486K Buy
2,895
+1
+0% +$170 0.21% 32
2024
Q3 		$501K Buy
2,894
+1
+0% +$170 0.22% 34
2024
Q2 		$477K Buy
2,893
+1
+0% +$163 0.23% 30
2024
Q1 		$469K Buy
2,892
+16
+0.6% +$2.51K 0.24% 31
2023
Q4 		$421K Sell
2,876
-869
-23% -$129K 0.23% 32
2023
Q3 		$546K Buy
+3,745
New +$572K 0.31% 23

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Lakeshore Financial Planning's PG Position: Q2 2026 in Review

Lakeshore Financial Planning reduced its Procter & Gamble (PG) stake by 5.5% in Q2 2026, selling an estimated $23.7K and leaving 2,805 shares worth $412K. The position accounts for 0.13% of the portfolio, ranked #53.

Lakeshore Financial Planning first reported a position in PG in Q3 2023 and has held it in 12 quarters since. The position peaked at $546K in Q3 2023. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lakeshore Financial Planning held 2,805 shares of Procter & Gamble worth $412K as of Q2 2026.
  • Lakeshore Financial Planning sold 163 Procter & Gamble shares in Q2 2026, an estimated $23.7K.
  • Procter & Gamble made up 0.13% of Lakeshore Financial Planning's portfolio in Q2 2026, its #53 holding.
  • Lakeshore Financial Planning first reported a position in Procter & Gamble in Q3 2023 and has held it in 12 quarters since.
  • Lakeshore Financial Planning's Procter & Gamble position peaked at $546K in Q3 2023.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.