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McClarren Financial Advisors’s Procter & Gamble PG Stock Holding History

McClarren Financial Advisors’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 		$699K Buy
4,813
+30
+0.6% +$4.4K 0.35% 44
2026
Q2 		$701K Sell
4,783
-42
-0.9% -$6.11K 0.36% 44
2026
Q1 		$697K Buy
4,825
+3,118
+183% +$473K 0.41% 41
2025
Q4 		$688K Sell
1,707
-2,471
-59% -$364K 0.41% 43
2025
Q3 		$744K Sell
4,178
-1,700
-29% -$266K 0.46% 40
2025
Q2 		$937K Buy
5,878
+1,627
+38% +$266K 0.61% 34
2025
Q1 		$827K Buy
+4,251
New +$712K 0.55% 32
2024
Q4 		– Sell
-4,050
Closed -$3.22M – 284
2024
Q3 		$3.22M Buy
4,050
+2,896
+251% +$492K 0.4% 26
2024
Q2 		$757K Sell
1,154
-3,419
-75% -$559K 0.53% 34
2024
Q1 		$742K Buy
4,573
+637
+16% +$99.9K 0.53% 36
2023
Q4 		$577K Buy
3,936
+15
+0.4% +$2.22K 0.44% 39
2023
Q3 		$571K Buy
3,921
+15
+0.4% +$2.29K 0.5% 33
2023
Q2 		$592K Buy
3,906
+14
+0.4% +$2.11K 0.49% 34
2023
Q1 		$576K Buy
3,892
+14
+0.4% +$2K 0.52% 33
2022
Q4 		$587K Buy
3,878
+737
+23% +$103K 0.56% 31
2022
Q3 		$396K Buy
+3,141
New +$446K 0.39% 43
2022
Q2 		– Sell
-2,770
Closed -$423K – 199
2022
Q1 		$423K Buy
2,770
+6
+0.2% +$939 0.31% 42
2021
Q4 		$452K Buy
2,764
+9
+0.3% +$1.34K 0.31% 41
2021
Q3 		$385K Buy
2,755
+8
+0.3% +$1.13K 0.3% 38
2021
Q2 		$370K Buy
2,747
+1,037
+61% +$140K 0.3% 38
2021
Q1 		$231K Buy
1,710
+2
+0.1% +$261 0.21% 44
2020
Q4 		$237K Buy
+1,708
New +$239K 0.23% 40

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

McClarren Financial Advisors's PG Position: Q3 2026 in Review

McClarren Financial Advisors increased its Procter & Gamble (PG) stake by 0.63% in Q3 2026, buying an estimated $4.4K and bringing the position to 4,813 shares worth $699K. The position accounts for 0.35% of the portfolio, ranked #44.

McClarren Financial Advisors first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.22M in Q3 2024. 628 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • McClarren Financial Advisors held 4,813 shares of Procter & Gamble worth $699K as of Q3 2026.
  • McClarren Financial Advisors bought 30 Procter & Gamble shares in Q3 2026, an estimated $4.4K.
  • Procter & Gamble made up 0.35% of McClarren Financial Advisors's portfolio in Q3 2026, its #44 holding.
  • McClarren Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's Procter & Gamble position peaked at $3.22M in Q3 2024.
  • 628 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on McClarren Financial Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.