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Littlejohn Financial Services’s Procter & Gamble PG Stock Holding History

Littlejohn Financial Services’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 		$2.46M Buy
16,788
+1,105
+7% +$161K 1.79% 19
2026
Q1 		$2.27M Buy
+15,683
New +$2.38M 1.7% 25
2025
Q4 		– Sell
-16,234
Closed -$2.49M – 66
2025
Q3 		$2.49M Buy
+16,234
New +$2.54M 1.82% 24

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Littlejohn Financial Services's PG Position: Q2 2026 in Review

Littlejohn Financial Services increased its Procter & Gamble (PG) stake by 7% in Q2 2026, buying an estimated $161K and bringing the position to 16,788 shares worth $2.46M. The position accounts for 1.79% of the portfolio, ranked #19.

Littlejohn Financial Services first reported a position in PG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q3 2025. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Littlejohn Financial Services held 16,788 shares of Procter & Gamble worth $2.46M as of Q2 2026.
  • Littlejohn Financial Services bought 1,105 Procter & Gamble shares in Q2 2026, an estimated $161K.
  • Procter & Gamble made up 1.79% of Littlejohn Financial Services's portfolio in Q2 2026, its #19 holding.
  • Littlejohn Financial Services first reported a position in Procter & Gamble in Q3 2025 and has held it in 3 quarters since.
  • Littlejohn Financial Services's Procter & Gamble position peaked at $2.49M in Q3 2025.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.