MFS
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Madrona Financial Services’s Procter & Gamble PG Stock Holding History

Madrona 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 		$294K Sell
2,005
-74
-4% -$10.8K 0.05% 106
2026
Q1 		$300K Sell
2,079
-233
-10% -$35.3K 0.07% 89
2025
Q4 		$331K Buy
2,312
+2
+0.1% +$295 0.07% 87
2025
Q3 		$355K Sell
2,310
-140
-6% -$21.9K 0.08% 76
2025
Q2 		$390K Buy
2,450
+185
+8% +$30.2K 0.09% 70
2025
Q1 		$386K Sell
2,265
-11
-0.5% -$1.84K 0.11% 66
2024
Q4 		$382K Buy
+2,276
New +$388K 0.1% 68

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Madrona Financial Services reduced its Procter & Gamble (PG) stake by 3.6% in Q2 2026, selling an estimated $10.8K and leaving 2,005 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #106.

Madrona Financial Services first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q2 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Madrona Financial Services held 2,005 shares of Procter & Gamble worth $294K as of Q2 2026.
  • Madrona Financial Services sold 74 Procter & Gamble shares in Q2 2026, an estimated $10.8K.
  • Procter & Gamble made up 0.05% of Madrona Financial Services's portfolio in Q2 2026, its #106 holding.
  • Madrona Financial Services first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Madrona Financial Services's Procter & Gamble position peaked at $390K in Q2 2025.
  • 761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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