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LifeSteps Financial’s Procter & Gamble PG Stock Holding History

LifeSteps Financial’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 		$608K Buy
4,147
+93
+2% +$13.5K 0.28% 55
2026
Q1 		$586K Hold
4,054
– – 0.37% 46
2025
Q4 		$581K Hold
4,054
– – 0.37% 43
2025
Q3 		$623K Hold
4,054
– – 0.4% 41
2025
Q2 		$646K Sell
4,054
-110
-3% -$18K 0.44% 42
2025
Q1 		$710K Sell
4,164
-61
-1% -$10.2K 0.58% 32
2024
Q4 		$708K Hold
4,225
– – 0.54% 33
2024
Q3 		$732K Sell
4,225
-59
-1% -$10K 0.57% 33
2024
Q2 		$707K Sell
4,284
-232
-5% -$37.9K 0.58% 32
2024
Q1 		$733K Sell
4,516
-144
-3% -$22.6K 0.55% 33
2023
Q4 		$683K Sell
4,660
-66
-1% -$9.78K 0.61% 35
2023
Q3 		$689K Sell
4,726
-59
-1% -$9.01K 0.7% 29
2023
Q2 		$726K Buy
4,785
+2
+0% +$301 0.72% 28
2023
Q1 		$711K Sell
4,783
-149
-3% -$21.3K 0.75% 29
2022
Q4 		$747K Buy
4,932
+1,603
+48% +$225K 0.78% 29
2022
Q3 		$420K Buy
3,329
+2
+0.1% +$284 0.47% 44
2022
Q2 		$478K Buy
3,327
+1
+0% +$150 0.5% 37
2022
Q1 		$508K Buy
3,326
+1
+0% +$156 0.38% 46
2021
Q4 		$544K Buy
3,325
+1
+0% +$148 0.39% 41
2021
Q3 		$465K Sell
3,324
-112
-3% -$15.9K 0.36% 46
2021
Q2 		$464K Buy
3,436
+57
+2% +$7.71K 0.36% 46
2021
Q1 		$458K Buy
3,379
+1
+0% +$130 0.38% 47
2020
Q4 		$470K Buy
3,378
+1
+0% +$140 0.43% 41
2020
Q3 		$469K Buy
3,377
+134
+4% +$17.8K 0.49% 40
2020
Q2 		$388K Buy
3,243
+1
+0% +$117 0.45% 43
2020
Q1 		$357K Buy
3,242
+1
+0% +$120 0.41% 49
2019
Q4 		$405K Buy
+3,241
New +$397K 0.38% 51

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's PG Position: Q2 2026 in Review

LifeSteps Financial increased its Procter & Gamble (PG) stake by 2.3% in Q2 2026, buying an estimated $13.5K and bringing the position to 4,147 shares worth $608K. The position accounts for 0.28% of the portfolio, ranked #55.

LifeSteps Financial first reported a position in PG in Q4 2019 and has held it in 27 quarters since. The position peaked at $747K in Q4 2022. 1,795 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • LifeSteps Financial held 4,147 shares of Procter & Gamble worth $608K as of Q2 2026.
  • LifeSteps Financial bought 93 Procter & Gamble shares in Q2 2026, an estimated $13.5K.
  • Procter & Gamble made up 0.28% of LifeSteps Financial's portfolio in Q2 2026, its #55 holding.
  • LifeSteps Financial first reported a position in Procter & Gamble in Q4 2019 and has held it in 27 quarters since.
  • LifeSteps Financial's Procter & Gamble position peaked at $747K in Q4 2022.
  • 1,795 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.