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Lindbrook Capital’s Procter & Gamble PG Stock Holding History

Lindbrook Capital’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
2025
Q1 		$2.91M Buy
17,072
+1,339
+9% +$224K 0.27% 55
2024
Q4 		$2.64M Buy
15,733
+51
+0.3% +$8.69K 0.24% 58
2024
Q3 		$2.72M Sell
15,682
-708
-4% -$120K 0.24% 61
2024
Q2 		$2.7M Buy
16,390
+697
+4% +$114K 0.25% 60
2024
Q1 		$2.55M Buy
15,693
+1,058
+7% +$166K 0.24% 60
2023
Q4 		$2.14M Sell
14,635
-936
-6% -$139K 0.21% 63
2023
Q3 		$2.27M Buy
15,571
+2,813
+22% +$430K 0.25% 61
2023
Q2 		$1.94M Buy
12,758
+388
+3% +$58.5K 0.21% 74
2023
Q1 		$1.84M Sell
12,370
-10
-0.1% -$1.43K 0.22% 70
2022
Q4 		$1.88M Buy
12,380
+1,472
+13% +$206K 0.23% 73
2022
Q3 		$1.38M Buy
10,908
+800
+8% +$114K 0.23% 55
2022
Q2 		$1.45M Sell
10,108
-249
-2% -$37.4K 0.24% 52
2022
Q1 		$1.58M Buy
10,357
+2,780
+37% +$435K 0.24% 56
2021
Q4 		$1.24M Buy
7,577
+3,216
+74% +$477K 0.19% 67
2021
Q3 		$610K Sell
4,361
-22
-0.5% -$3.12K 0.16% 55
2021
Q2 		$591K Buy
4,383
+406
+10% +$54.9K 0.13% 64
2021
Q1 		$539K Buy
3,977
+59
+2% +$7.7K 0.12% 70
2020
Q4 		$545K Buy
3,918
+170
+5% +$23.8K 0.13% 59
2020
Q3 		$521K Buy
3,748
+62
+2% +$8.23K 0.14% 54
2020
Q2 		$441K Sell
3,686
-1
-0% -$117 0.13% 60
2020
Q1 		$406K Sell
3,687
-93
-2% -$11.2K 0.15% 55
2019
Q4 		$472K Buy
3,780
+76
+2% +$9.3K 0.16% 60
2019
Q3 		$461K Sell
3,704
-19
-0.5% -$2.25K 0.17% 57
2019
Q2 		$408K Buy
3,723
+77
+2% +$8.21K 0.16% 64
2019
Q1 		$379K Buy
3,646
+303
+9% +$29.5K 0.15% 67
2018
Q4 		$307K Buy
+3,343
New +$299K 0.15% 69

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lindbrook Capital's PG Position: Q1 2025 in Review

Lindbrook Capital increased its Procter & Gamble (PG) stake by 8.5% in Q1 2025, buying an estimated $224K and bringing the position to 17,072 shares worth $2.91M. The position accounts for 0.27% of the portfolio, ranked #55.

Lindbrook Capital first reported a position in PG in Q4 2018 and has held it in 26 quarters since. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Lindbrook Capital held 17,072 shares of Procter & Gamble worth $2.91M as of Q1 2025.
  • Lindbrook Capital bought 1,339 Procter & Gamble shares in Q1 2025, an estimated $224K.
  • Procter & Gamble made up 0.27% of Lindbrook Capital's portfolio in Q1 2025, its #55 holding.
  • Lindbrook Capital first reported a position in Procter & Gamble in Q4 2018 and has held it in 26 quarters since.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.