LFA
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Level Financial Advisors’s Procter & Gamble PG Stock Holding History

Level Financial 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 		$5.07M Sell
34,579
-10
-0% -$1.46K 1.13% 24
2026
Q1 		$5M Sell
34,589
-1,931
-5% -$293K 1.27% 23
2025
Q4 		$5.23M Sell
36,520
-143
-0.4% -$21.1K 1.38% 20
2025
Q3 		$5.63M Buy
36,663
+191
+0.5% +$29.8K 1.59% 19
2025
Q2 		$5.81M Buy
36,472
+2
+0% +$326 1.81% 19
2025
Q1 		$6.22M Buy
+36,470
New +$6.11M 2.11% 15
2024
Q1 		– Sell
-201
Closed -$29.5K – 206
2023
Q4 		$29.5K Sell
201
-50
-20% -$7.41K 0.01% 141
2023
Q3 		$36.6K Hold
251
– – 0.02% 125
2023
Q2 		$38.1K Hold
251
– – 0.02% 121
2023
Q1 		$37.3K Hold
251
– – 0.02% 112
2022
Q4 		$38K Hold
251
– – 0.02% 107
2022
Q3 		$32K Sell
251
-32
-11% -$4.55K 0.02% 117
2022
Q2 		$41K Sell
283
-31
-10% -$4.66K 0.03% 114
2022
Q1 		$48K Hold
314
– – 0.04% 90
2021
Q4 		$51K Buy
+314
New +$46.6K 0.04% 93

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return