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Lakeside Advisors’s Procter & Gamble PG Stock Holding History

Lakeside 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 		$5.53M Buy
37,682
+106
+0.3% +$15.4K 3.48% 6
2026
Q1 		$5.43M Buy
37,576
+92
+0.2% +$13.9K 3.62% 6
2025
Q4 		$5.37M Buy
37,484
+922
+3% +$136K 3.44% 6
2025
Q3 		$5.62M Sell
36,562
-345
-0.9% -$53.9K 3.55% 6
2025
Q2 		$5.88M Sell
36,907
-1,245
-3% -$203K 3.79% 5
2025
Q1 		$6.5M Sell
38,152
-196
-0.5% -$32.8K 4.31% 4
2024
Q4 		$6.43M Sell
38,348
-717
-2% -$122K 4.25% 4
2024
Q3 		$6.77M Sell
39,065
-433
-1% -$73.5K 4.25% 4
2024
Q2 		$6.51M Sell
39,498
-746
-2% -$122K 4.23% 4
2024
Q1 		$6.53M Sell
40,244
-397
-1% -$62.3K 4.18% 5
2023
Q4 		$5.96M Sell
40,641
-396
-1% -$58.7K 4.14% 5
2023
Q3 		$5.99M Sell
41,037
-1,146
-3% -$175K 4.6% 5
2023
Q2 		$6.4M Sell
42,183
-47
-0.1% -$7.08K 4.72% 5
2023
Q1 		$6.28M Sell
42,230
-206
-0.5% -$29.4K 4.85% 5
2022
Q4 		$6.43M Sell
42,436
-171
-0.4% -$24K 5.27% 4
2022
Q3 		$5.38M Sell
42,607
-26
-0.1% -$3.69K 4.81% 4
2022
Q2 		$6.13M Sell
42,633
-146
-0.3% -$21.9K 5.21% 4
2022
Q1 		$6.54M Sell
42,779
-747
-2% -$117K 4.93% 4
2021
Q4 		$7.12M Buy
+43,526
New +$6.46M 5.25% 4

Other funds holding PG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Lakeside Advisors's PG Position: Q2 2026 in Review

Lakeside Advisors increased its Procter & Gamble (PG) stake by 0.28% in Q2 2026, buying an estimated $15.4K and bringing the position to 37,682 shares worth $5.53M. The position accounts for 3.48% of the portfolio, ranked #6.

Lakeside Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.12M in Q4 2021. 2,368 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lakeside Advisors held 37,682 shares of Procter & Gamble worth $5.53M as of Q2 2026.
  • Lakeside Advisors bought 106 Procter & Gamble shares in Q2 2026, an estimated $15.4K.
  • Procter & Gamble made up 3.48% of Lakeside Advisors's portfolio in Q2 2026, its #6 holding.
  • Lakeside Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Lakeside Advisors's Procter & Gamble position peaked at $7.12M in Q4 2021.
  • 2,368 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.