Meridian Financial’s Procter & Gamble PG Stock Holding History

Meridian Financial’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	$265K	Buy	1,805 +100	+6%	+$14.6K	0.13%	130
2026 Q1	$246K	Sell	1,705 -50	-3%	-$7.58K	0.13%	124
2025 Q4	$251K	Hold	1,755	–	–	0.14%	124
2025 Q3	$270K	Sell	1,755 -100	-5%	-$15.6K	0.15%	110
2025 Q2	$295K	Hold	1,855	–	–	0.19%	94
2025 Q1	$316K	Hold	1,855	–	–	0.22%	88
2024 Q4	$311K	Sell	1,855 -475	-20%	-$80.9K	0.21%	85
2024 Q3	$404K	Sell	2,330 -50	-2%	-$8.49K	0.27%	70
2024 Q2	$392K	Buy	2,380 +84	+4%	+$13.7K	0.28%	65
2024 Q1	$372K	Buy	2,296 +1	+0%	+$157	0.28%	67
2023 Q4	$336K	Hold	2,295	–	–	0.26%	70
2023 Q3	$335K	Hold	2,295	–	–	0.31%	62
2023 Q2	$348K	Buy	2,295 +16	+0.7%	+$2.41K	0.31%	63
2023 Q1	$339K	Hold	2,279	–	–	0.33%	63
2022 Q4	$346K	Hold	2,279	–	–	0.36%	55
2022 Q3	$288K	Sell	2,279 -1	-0%	-$142	0.33%	61
2022 Q2	$328K	Hold	2,280	–	–	0.37%	59
2022 Q1	$348K	Hold	2,280	–	–	0.36%	58
2021 Q4	$373K	Buy	+2,280	New	+$339K	0.35%	59

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Meridian Financial's PG Position: Q2 2026 in Review

Meridian Financial increased its Procter & Gamble (PG) stake by 5.9% in Q2 2026, buying an estimated $14.6K and bringing the position to 1,805 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #130.

Meridian Financial first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $404K in Q3 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Meridian Financial held 1,805 shares of Procter & Gamble worth $265K as of Q2 2026.
Meridian Financial bought 100 Procter & Gamble shares in Q2 2026, an estimated $14.6K.
Procter & Gamble made up 0.13% of Meridian Financial's portfolio in Q2 2026, its #130 holding.
Meridian Financial first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
Meridian Financial's Procter & Gamble position peaked at $404K in Q3 2024.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.