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

Mattson 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 		$3.06M Buy
20,202
+1,459
+8% +$212K 0.64% 48
2026
Q1 		$2.71M Sell
18,743
-742
-4% -$112K 0.65% 50
2025
Q4 		$2.79M Buy
19,485
+1,779
+10% +$262K 0.65% 53
2025
Q3 		$2.72M Buy
17,706
+248
+1% +$38.7K 0.65% 55
2025
Q2 		$2.78M Sell
17,458
-3,434
-16% -$561K 0.75% 47
2025
Q1 		$3.56M Buy
20,892
+1,728
+9% +$289K 1.07% 25
2024
Q4 		$3.32M Sell
19,164
-787
-4% -$134K 1.06% 26
2024
Q3 		$3.29M Sell
19,951
-130
-0.6% -$22.1K 1.18% 20
2024
Q2 		$3.31M Buy
+20,081
New +$3.28M 1.18% 20

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

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

Mattson Financial Services increased its Procter & Gamble (PG) stake by 7.8% in Q2 2026, buying an estimated $212K and bringing the position to 20,202 shares worth $3.06M. The position accounts for 0.64% of the portfolio, ranked #48.

Mattson Financial Services first reported a position in PG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.56M in Q1 2025. 4,000 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Mattson Financial Services held 20,202 shares of Procter & Gamble worth $3.06M as of Q2 2026.
  • Mattson Financial Services bought 1,459 Procter & Gamble shares in Q2 2026, an estimated $212K.
  • Procter & Gamble made up 0.64% of Mattson Financial Services's portfolio in Q2 2026, its #48 holding.
  • Mattson Financial Services first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
  • Mattson Financial Services's Procter & Gamble position peaked at $3.56M in Q1 2025.
  • 4,000 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.