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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s PG Position: Q1 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Procter & Gamble (PG) stake by 2% in Q1 2026, selling an estimated $4.4K and leaving 1,403 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #87.

Legacy Financial Group (Oklahoma) first reported a position in PG in Q4 2022 and has held it in 11 quarters since. The position peaked at $317K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Legacy Financial Group (Oklahoma) held 1,403 shares of Procter & Gamble worth $203K as of Q1 2026.
  • Legacy Financial Group (Oklahoma) sold 29 Procter & Gamble shares in Q1 2026, an estimated $4.4K.
  • Procter & Gamble made up 0.05% of Legacy Financial Group (Oklahoma)'s portfolio in Q1 2026, its #87 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Procter & Gamble in Q4 2022 and has held it in 11 quarters since.
  • Legacy Financial Group (Oklahoma)'s Procter & Gamble position peaked at $317K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q1 2026, filed 27 Apr 2026.