Level Four Advisory Services’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,000
Closed -$182K 554
2017
Q3
$182K Buy
+2,000
New +$182K 0.02% 489

Other funds holding PG

Level Four Advisory Services's PG Position: Q2 2026 in Review

Level Four Advisory Services increased its Procter & Gamble (PG) stake by 2.8% in Q2 2026, buying an estimated $204K and bringing the position to 52,096 shares worth $7.64M. The position accounts for 0.22% of the portfolio, ranked #120.

Level Four Advisory Services first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $12.8M in Q4 2019. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Level Four Advisory Services held 52,096 shares of Procter & Gamble worth $7.64M as of Q2 2026.
  • Level Four Advisory Services bought 1,405 Procter & Gamble shares in Q2 2026, an estimated $204K.
  • Procter & Gamble made up 0.22% of Level Four Advisory Services's portfolio in Q2 2026, its #120 holding.
  • Level Four Advisory Services first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
  • Level Four Advisory Services's Procter & Gamble position peaked at $12.8M in Q4 2019.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.