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Lauterbach Financial Advisors’s Procter & Gamble PG Stock Holding History

Lauterbach Financial 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 		$1.49M Buy
10,156
+9
+0.1% +$1.31K 0.64% 24
2026
Q1 		$1.47M Buy
10,147
+8
+0.1% +$1.21K 0.72% 21
2025
Q4 		$1.45M Buy
10,139
+9
+0.1% +$1.33K 0.71% 21
2025
Q3 		$1.56M Buy
10,130
+8
+0.1% +$1.25K 0.78% 20
2025
Q2 		$1.61M Buy
10,122
+7
+0.1% +$1.14K 0.89% 18
2025
Q1 		$1.72M Buy
10,115
+7
+0.1% +$1.17K 1.07% 16
2024
Q4 		$1.69M Buy
10,108
+7
+0.1% +$1.19K 1.03% 16
2024
Q3 		$1.75M Buy
10,101
+7
+0.1% +$1.19K 1.06% 16
2024
Q2 		$1.72M Buy
10,094
+7
+0.1% +$1.14K 1.13% 16
2024
Q1 		$1.64M Sell
10,087
-367
-4% -$57.6K 1.07% 16
2023
Q4 		$1.53M Hold
10,454
– – 1.07% 13
2023
Q3 		$1.52M Sell
10,454
-403
-4% -$61.6K 1.2% 13
2023
Q2 		$1.65M Sell
10,857
-490
-4% -$73.9K 1.26% 13
2023
Q1 		$1.69M Hold
11,347
– – 1.36% 12
2022
Q4 		$1.72M Hold
11,347
– – 1.53% 9
2022
Q3 		$1.43M Hold
11,347
– – 1.46% 12
2022
Q2 		$1.63M Sell
11,347
-7
-0.1% -$1.05K 1.55% 8
2022
Q1 		$1.74M Sell
11,354
-18
-0.2% -$2.82K 1.58% 10
2021
Q4 		$1.86M Buy
+11,372
New +$1.69M 1.64% 9

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

Lauterbach Financial Advisors's PG Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Procter & Gamble (PG) stake by 0.09% in Q2 2026, buying an estimated $1.31K and bringing the position to 10,156 shares worth $1.49M. The position accounts for 0.64% of the portfolio, ranked #24.

Lauterbach Financial Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.86M in Q4 2021. 1,886 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Lauterbach Financial Advisors held 10,156 shares of Procter & Gamble worth $1.49M as of Q2 2026.
  • Lauterbach Financial Advisors bought 9 Procter & Gamble shares in Q2 2026, an estimated $1.31K.
  • Procter & Gamble made up 0.64% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Lauterbach Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Lauterbach Financial Advisors's Procter & Gamble position peaked at $1.86M in Q4 2021.
  • 1,886 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.