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Legacy Financial Strategies’s Procter & Gamble PG Stock Holding History

Legacy Financial Strategies’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
Q3 		$286K Buy
1,969
+94
+5% +$13.8K 0.05% 120
2026
Q2 		$275K Sell
1,875
-87
-4% -$12.7K 0.04% 127
2026
Q1 		$283K Buy
1,962
+85
+5% +$12.9K 0.05% 117
2025
Q4 		$269K Sell
1,877
-113
-6% -$16.7K 0.05% 116
2025
Q3 		$306K Sell
1,990
-203
-9% -$31.7K 0.06% 104
2025
Q2 		$349K Buy
2,193
+244
+13% +$39.8K 0.07% 90
2025
Q1 		$332K Sell
1,949
-429
-18% -$71.9K 0.07% 83
2024
Q4 		$395K Buy
2,378
+100
+4% +$17K 0.09% 80
2024
Q3 		$395K Buy
+2,278
New +$387K 0.09% 75
2023
Q3 		– Sell
-1,454
Closed -$221K – 81
2023
Q2 		$221K Buy
+1,454
New +$219K 0.07% 72
2022
Q1 		– Sell
-1,343
Closed -$220K – 68
2021
Q4 		$220K Buy
+1,343
New +$199K 0.1% 61
2021
Q3 		– Sell
-1,734
Closed -$234K – 64
2021
Q2 		$234K Hold
1,734
– – 0.11% 59
2021
Q1 		$235K Sell
1,734
-16
-0.9% -$2.09K 0.12% 59
2020
Q4 		$243K Buy
1,750
+43
+3% +$6.01K 0.12% 59
2020
Q3 		$237K Hold
1,707
– – 0.14% 58
2020
Q2 		$204K Buy
+1,707
New +$199K 0.16% 56
2020
Q1 		– Sell
-1,726
Closed -$216K – 59
2019
Q4 		$216K Sell
1,726
-84
-5% -$10.3K 0.17% 63
2019
Q3 		$223K Buy
+1,810
New +$214K 0.2% 58

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Legacy Financial Strategies's PG Position: Q3 2026 in Review

Legacy Financial Strategies increased its Procter & Gamble (PG) stake by 5% in Q3 2026, buying an estimated $13.8K and bringing the position to 1,969 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #120.

Legacy Financial Strategies first reported a position in PG in Q3 2019 and has held it in 18 quarters since. The position peaked at $395K in Q4 2024. 708 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Legacy Financial Strategies held 1,969 shares of Procter & Gamble worth $286K as of Q3 2026.
  • Legacy Financial Strategies bought 94 Procter & Gamble shares in Q3 2026, an estimated $13.8K.
  • Procter & Gamble made up 0.05% of Legacy Financial Strategies's portfolio in Q3 2026, its #120 holding.
  • Legacy Financial Strategies first reported a position in Procter & Gamble in Q3 2019 and has held it in 18 quarters since.
  • Legacy Financial Strategies's Procter & Gamble position peaked at $395K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Legacy Financial Strategies's 13F filing for Q3 2026, filed 15 Oct 2026.