Members Wealth’s Procter & Gamble PG Stock Holding History

Members 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	$624K	Buy	4,222 +107	+3%	+$15.7K	0.31%	54
2026 Q2	$603K	Sell	4,115 -49	-1%	-$7.13K	0.33%	53
2026 Q1	$595K	Sell	4,164 -32	-0.8%	-$4.85K	0.36%	52
2025 Q4	$627K	Buy	4,196 +8	+0.2%	+$1.18K	0.39%	49
2025 Q3	$642K	Buy	+4,188	New	+$654K	0.41%	48
2025 Q1	$725K	Sell	4,252 -24	-0.6%	-$4.02K	0.55%	45
2024 Q4	$725K	Buy	+4,276	New	+$728K	0.54%	42
2024 Q2	$673K	Buy	+4,259	New	+$696K	0.45%	46

Other funds holding PG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Members Wealth's PG Position: Q3 2026 in Review

Members Wealth increased its Procter & Gamble (PG) stake by 2.6% in Q3 2026, buying an estimated $15.7K and bringing the position to 4,222 shares worth $624K. The position accounts for 0.31% of the portfolio, ranked #54.

Members Wealth first reported a position in PG in Q2 2024 and has held it in 8 quarters since. The position peaked at $725K in Q4 2024. 3,207 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Members Wealth held 4,222 shares of Procter & Gamble worth $624K as of Q3 2026.
Members Wealth bought 107 Procter & Gamble shares in Q3 2026, an estimated $15.7K.
Procter & Gamble made up 0.31% of Members Wealth's portfolio in Q3 2026, its #54 holding.
Members Wealth first reported a position in Procter & Gamble in Q2 2024 and has held it in 8 quarters since.
Members Wealth's Procter & Gamble position peaked at $725K in Q4 2024.
3,207 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.