MBL Wealth
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MBL Wealth’s Procter & Gamble PG Stock Holding History

MBL Wealth’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 		$1.53M Buy
10,565
+1,466
+16% +$215K 0.09% 122
2026
Q2 		$1.33M Sell
9,099
-331
-4% -$48.2K 0.09% 111
2026
Q1 		$1.36M Buy
9,430
+338
+4% +$51.2K 0.1% 102
2025
Q4 		$1.3M Buy
9,092
+2,050
+29% +$302K 0.1% 104
2025
Q3 		$1.08M Buy
7,042
+984
+16% +$154K 0.09% 106
2025
Q2 		$965K Sell
6,058
-216
-3% -$35.3K 0.09% 104
2025
Q1 		$1.07M Buy
6,274
+733
+13% +$123K 0.11% 94
2024
Q4 		$929K Sell
5,541
-489
-8% -$83.3K 0.09% 98
2024
Q3 		$1.04M Buy
6,030
+50
+0.8% +$8.49K 0.11% 91
2024
Q2 		$986K Sell
5,980
-545
-8% -$89.1K 0.11% 93
2024
Q1 		$1.06M Sell
6,525
-824
-11% -$129K 0.12% 83
2023
Q4 		$1.08M Buy
7,349
+412
+6% +$61K 0.13% 76
2023
Q3 		$1.01M Buy
6,937
+1,159
+20% +$177K 0.14% 70
2023
Q2 		$877K Sell
5,778
-74
-1% -$11.2K 0.12% 76
2023
Q1 		$870K Sell
5,852
-140
-2% -$20K 0.14% 72
2022
Q4 		$908K Buy
5,992
+944
+19% +$132K 0.17% 70
2022
Q3 		$637K Buy
5,048
+313
+7% +$44.5K 0.14% 82
2022
Q2 		$681K Sell
4,735
-1,015
-18% -$153K 0.17% 76
2022
Q1 		$879K Buy
+5,750
New +$900K 0.21% 68
2021
Q1 		$559K Buy
4,128
+619
+18% +$80.8K 0.2% 78
2020
Q4 		$488K Buy
+3,509
New +$490K 0.19% 75

Other funds holding PG

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

MBL Wealth's PG Position: Q3 2026 in Review

MBL Wealth increased its Procter & Gamble (PG) stake by 16% in Q3 2026, buying an estimated $215K and bringing the position to 10,565 shares worth $1.53M. The position accounts for 0.09% of the portfolio, ranked #122.

MBL Wealth first reported a position in PG in Q4 2020 and has held it in 21 quarters since. 2,361 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • MBL Wealth held 10,565 shares of Procter & Gamble worth $1.53M as of Q3 2026.
  • MBL Wealth bought 1,466 Procter & Gamble shares in Q3 2026, an estimated $215K.
  • Procter & Gamble made up 0.09% of MBL Wealth's portfolio in Q3 2026, its #122 holding.
  • MBL Wealth first reported a position in Procter & Gamble in Q4 2020 and has held it in 21 quarters since.
  • 2,361 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.