LongView Wealth Management
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LongView Wealth Management’s Procter & Gamble PG Stock Holding History

LongView Wealth Management’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 		$909K Sell
6,256
-18
-0.3% -$2.64K 0.22% 93
2026
Q2 		$920K Buy
6,274
+21
+0.3% +$3.06K 0.24% 92
2026
Q1 		$903K Sell
6,253
-3
-0% -$455 0.23% 98
2025
Q4 		$898K Sell
6,256
-50
-0.8% -$7.37K 0.22% 95
2025
Q3 		$969K Buy
6,306
+415
+7% +$64.8K 0.26% 79
2025
Q2 		$939K Sell
5,891
-663
-10% -$108K 0.28% 75
2025
Q1 		$1.12M Buy
6,554
+94
+1% +$15.7K 0.34% 65
2024
Q4 		$1.08M Buy
6,460
+16
+0.2% +$2.72K 0.33% 68
2024
Q3 		$1.12M Sell
6,444
-374
-5% -$63.5K 0.36% 61
2024
Q2 		$1.12M Buy
6,818
+237
+4% +$38.7K 0.42% 54
2024
Q1 		$1.07M Sell
6,581
-74
-1% -$11.6K 0.42% 52
2023
Q4 		$994K Buy
+6,655
New +$986K 0.44% 51

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

LongView Wealth Management's PG Position: Q3 2026 in Review

LongView Wealth Management reduced its Procter & Gamble (PG) stake by 0.29% in Q3 2026, selling an estimated $2.64K and leaving 6,256 shares worth $909K. The position accounts for 0.22% of the portfolio, ranked #93.

LongView Wealth Management first reported a position in PG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2024. 2,025 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • LongView Wealth Management held 6,256 shares of Procter & Gamble worth $909K as of Q3 2026.
  • LongView Wealth Management sold 18 Procter & Gamble shares in Q3 2026, an estimated $2.64K.
  • Procter & Gamble made up 0.22% of LongView Wealth Management's portfolio in Q3 2026, its #93 holding.
  • LongView Wealth Management first reported a position in Procter & Gamble in Q4 2023 and has held it in 12 quarters since.
  • LongView Wealth Management's Procter & Gamble position peaked at $1.12M in Q2 2024.
  • 2,025 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.