MFG
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Merit Financial Group’s Procter & Gamble PG Stock Holding History

Merit Financial Group’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 		$44.5M Buy
303,349
+18,702
+7% +$2.72M 0.27% 72
2026
Q1 		$41.1M Buy
284,647
+30,202
+12% +$4.58M 0.31% 69
2025
Q4 		$36.5M Buy
254,445
+33,126
+15% +$4.88M 0.29% 68
2025
Q3 		$34M Buy
221,319
+85,642
+63% +$13.4M 0.31% 66
2025
Q2 		$21.6M Buy
135,677
+24,889
+22% +$4.06M 0.24% 74
2025
Q1 		$18.9M Buy
110,788
+6,951
+7% +$1.16M 0.28% 68
2024
Q4 		$17.4M Buy
103,837
+11,377
+12% +$1.94M 0.31% 58
2024
Q3 		$16M Sell
92,460
-6,399
-6% -$1.09M 0.36% 46
2024
Q2 		$16.3M Buy
98,859
+568
+0.6% +$92.9K 0.36% 48
2024
Q1 		$16.2M Buy
98,291
+33,751
+52% +$5.29M 0.39% 43
2023
Q4 		$9.46M Sell
64,540
-12,462
-16% -$1.85M 0.29% 48
2023
Q3 		$11.2M Sell
77,002
-1,164
-1% -$178K 0.37% 41
2023
Q2 		$11.9M Buy
78,166
+11,360
+17% +$1.71M 0.38% 43
2023
Q1 		$9.93M Buy
66,806
+1,232
+2% +$176K 0.36% 48
2022
Q4 		$9.94M Buy
65,574
+23,864
+57% +$3.35M 0.36% 39
2022
Q3 		$5.27M Sell
41,710
-23,433
-36% -$3.33M 0.23% 59
2022
Q2 		$9.37M Buy
65,143
+38,907
+148% +$5.85M 0.29% 48
2022
Q1 		$4.01M Buy
26,236
+14,372
+121% +$2.25M 0.24% 65
2021
Q4 		$1.94M Sell
11,864
-149
-1% -$22.1K 0.19% 57
2021
Q3 		$1.68M Buy
12,013
+143
+1% +$20.3K 0.18% 63
2021
Q2 		$1.6M Buy
11,870
+558
+5% +$75.5K 0.15% 68
2021
Q1 		$1.53M Sell
11,312
-140
-1% -$18.3K 0.16% 65
2020
Q4 		$1.59M Buy
11,452
+209
+2% +$29.2K 0.15% 61
2020
Q3 		$1.56M Sell
11,243
-270
-2% -$35.8K 0.14% 57
2020
Q2 		$1.38M Buy
11,513
+92
+0.8% +$10.7K 0.14% 63
2020
Q1 		$1.26M Buy
11,421
+873
+8% +$105K 0.14% 60
2019
Q4 		$1.32M Buy
10,548
+3,998
+61% +$489K 0.12% 71
2019
Q3 		$815K Buy
6,550
+350
+6% +$41.4K 0.09% 59
2019
Q2 		$679K Buy
6,200
+118
+2% +$12.6K 0.08% 44
2019
Q1 		$632K Buy
6,082
+96
+2% +$9.35K 0.08% 47
2018
Q4 		$550K Buy
5,986
+56
+0.9% +$5.01K 0.08% 46
2018
Q3 		$493K Sell
5,930
-104
-2% -$8.51K 0.08% 56
2018
Q2 		$471K Buy
6,034
+437
+8% +$32.9K 0.08% 57
2018
Q1 		$443K Buy
5,597
+464
+9% +$38.7K 0.09% 50
2017
Q4 		$471K Buy
+5,133
New +$462K 0.1% 43

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Merit Financial Group's PG Position: Q2 2026 in Review

Merit Financial Group increased its Procter & Gamble (PG) stake by 6.6% in Q2 2026, buying an estimated $2.72M and bringing the position to 303,349 shares worth $44.5M. The position accounts for 0.27% of the portfolio, ranked #72.

Merit Financial Group first reported a position in PG in Q4 2017 and has held it in 35 quarters since. 849 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Merit Financial Group held 303,349 shares of Procter & Gamble worth $44.5M as of Q2 2026.
  • Merit Financial Group bought 18,702 Procter & Gamble shares in Q2 2026, an estimated $2.72M.
  • Procter & Gamble made up 0.27% of Merit Financial Group's portfolio in Q2 2026, its #72 holding.
  • Merit Financial Group first reported a position in Procter & Gamble in Q4 2017 and has held it in 35 quarters since.
  • 849 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.