LFGO
PG icon

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

Legacy Financial Group (Oklahoma)’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 		$217K Buy
1,483
+80
+6% +$11.6K 0.05% 99
2026
Q1 		$203K Sell
1,403
-29
-2% -$4.4K 0.05% 87
2025
Q4 		$205K Sell
1,432
-412
-22% -$60.7K 0.05% 89
2025
Q3 		$283K Buy
1,844
+66
+4% +$10.3K 0.08% 66
2025
Q2 		$283K Buy
1,778
+236
+15% +$38.5K 0.08% 66
2025
Q1 		$263K Sell
1,542
-346
-18% -$58K 0.08% 69
2024
Q4 		$317K Hold
1,888
– – 0.1% 64
2024
Q3 		$312K Buy
1,888
+531
+39% +$90.1K 0.11% 59
2024
Q2 		$224K Sell
1,357
-3
-0.2% -$490 0.08% 66
2024
Q1 		$221K Buy
+1,360
New +$213K 0.09% 68
2023
Q4 		– Sell
-1,346
Closed -$196K – 74
2023
Q3 		$196K Buy
+1,346
New +$206K 0.1% 69
2023
Q1 		– Sell
-1,375
Closed -$208K – 69
2022
Q4 		$208K Buy
+1,375
New +$193K 0.13% 59

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 (Oklahoma)'s PG Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) increased its Procter & Gamble (PG) stake by 5.7% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,483 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #99.

Legacy Financial Group (Oklahoma) first reported a position in PG in Q4 2022 and has held it in 12 quarters since. The position peaked at $317K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 1,483 shares of Procter & Gamble worth $217K as of Q2 2026.
  • Legacy Financial Group (Oklahoma) bought 80 Procter & Gamble shares in Q2 2026, an estimated $11.6K.
  • Procter & Gamble made up 0.05% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #99 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Procter & Gamble in Q4 2022 and has held it in 12 quarters since.
  • Legacy Financial Group (Oklahoma)'s Procter & Gamble position peaked at $317K in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.