LEA
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Legacy Edge Advisors’s Procter & Gamble PG Stock Holding History

Legacy Edge 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 		$549K Buy
3,449
+125
+4% +$18.2K 0.07% 111
2026
Q1 		$480K Buy
3,324
+124
+4% +$18.8K 0.05% 141
2025
Q4 		$459K Buy
+3,200
New +$472K 0.05% 139

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Legacy Edge Advisors's PG Position: Q2 2026 in Review

Legacy Edge Advisors increased its Procter & Gamble (PG) stake by 3.8% in Q2 2026, buying an estimated $18.2K and bringing the position to 3,449 shares worth $549K. The position accounts for 0.07% of the portfolio, ranked #111.

Legacy Edge Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 2,858 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Edge Advisors held 3,449 shares of Procter & Gamble worth $549K as of Q2 2026.
  • Legacy Edge Advisors bought 125 Procter & Gamble shares in Q2 2026, an estimated $18.2K.
  • Procter & Gamble made up 0.07% of Legacy Edge Advisors's portfolio in Q2 2026, its #111 holding.
  • Legacy Edge Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 2,858 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.