MFA Wealth Services’s Procter & Gamble PG Stock Holding History

MFA Wealth Services’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	$715K	Buy	4,924 +68	+1%	+$10K	0.42%	61
2026 Q2	$712K	Buy	4,856 +744	+18%	+$108K	0.43%	66
2026 Q1	$594K	Buy	4,112 +101	+3%	+$15.3K	0.39%	73
2025 Q4	$575K	Sell	4,011 -579	-13%	-$85.4K	0.39%	72
2025 Q3	$705K	Buy	4,590 +72	+2%	+$11.2K	0.49%	58
2025 Q2	$720K	Buy	4,518 +44	+1%	+$7.18K	0.54%	49
2025 Q1	$762K	Sell	4,474 -678	-13%	-$114K	0.63%	41
2024 Q4	$864K	Buy	+5,152	New	+$877K	0.69%	41

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MFA Wealth Services's PG Position: Q3 2026 in Review

MFA Wealth Services increased its Procter & Gamble (PG) stake by 1.4% in Q3 2026, buying an estimated $10K and bringing the position to 4,924 shares worth $715K. The position accounts for 0.42% of the portfolio, ranked #61.

MFA Wealth Services first reported a position in PG in Q4 2024 and has held it in 8 quarters since. The position peaked at $864K in Q4 2024. 1,121 funds tracked by Wall St. Rank hold PG as of Q3 2026.

MFA Wealth Services held 4,924 shares of Procter & Gamble worth $715K as of Q3 2026.
MFA Wealth Services bought 68 Procter & Gamble shares in Q3 2026, an estimated $10K.
Procter & Gamble made up 0.42% of MFA Wealth Services's portfolio in Q3 2026, its #61 holding.
MFA Wealth Services first reported a position in Procter & Gamble in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Procter & Gamble position peaked at $864K in Q4 2024.
1,121 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.