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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
Q3 		$5.03M Buy
34,602
+23
+0.1% +$3.37K 1.11% 25
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 – 202
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

Level Financial Advisors's PG Position: Q3 2026 in Review

Level Financial Advisors increased its Procter & Gamble (PG) stake by 0.07% in Q3 2026, buying an estimated $3.37K and bringing the position to 34,602 shares worth $5.03M. The position accounts for 1.11% of the portfolio, ranked #25.

Level Financial Advisors first reported a position in PG in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.22M in Q1 2025. 403 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Level Financial Advisors held 34,602 shares of Procter & Gamble worth $5.03M as of Q3 2026.
  • Level Financial Advisors bought 23 Procter & Gamble shares in Q3 2026, an estimated $3.37K.
  • Procter & Gamble made up 1.11% of Level Financial Advisors's portfolio in Q3 2026, its #25 holding.
  • Level Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 16 quarters since.
  • Level Financial Advisors's Procter & Gamble position peaked at $6.22M in Q1 2025.
  • 403 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.