Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Procter & Gamble PG Stock Holding History

Legacy Financial Group (Iowa)’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 		$221K Sell
1,504
-1
-0.1% -$146 0.02% 126
2026
Q1 		$217K Sell
1,505
-9
-0.6% -$1.36K 0.03% 115
2025
Q4 		$238K Sell
1,514
-14
-0.9% -$2.06K 0.03% 111
2025
Q3 		$235K Hold
1,528
– – 0.03% 106
2025
Q2 		$243K Buy
1,528
+98
+7% +$16K 0.03% 106
2025
Q1 		$244K Sell
1,430
-90
-6% -$15.1K 0.04% 99
2024
Q4 		$255K Buy
+1,520
New +$259K 0.04% 98
2024
Q3 		– Sell
-1,557
Closed -$257K – 90
2024
Q2 		$257K Sell
1,557
-110
-7% -$18K 0.05% 91
2024
Q1 		$270K Buy
+1,667
New +$261K 0.05% 85
2023
Q4 		– Sell
-1,756
Closed -$256K – 379
2023
Q3 		$256K Buy
+1,756
New +$268K 0.06% 83

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PG Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Procter & Gamble (PG) stake by 0.07% in Q2 2026, selling an estimated $146 and leaving 1,504 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #126.

Legacy Financial Group (Iowa) first reported a position in PG in Q3 2023 and has held it in 10 quarters since. The position peaked at $270K in Q1 2024. 3,998 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Financial Group (Iowa) held 1,504 shares of Procter & Gamble worth $221K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 1 Procter & Gamble share in Q2 2026, an estimated $146.
  • Procter & Gamble made up 0.02% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #126 holding.
  • Legacy Financial Group (Iowa) first reported a position in Procter & Gamble in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s Procter & Gamble position peaked at $270K in Q1 2024.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.