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MJT & Associates Financial Advisory’s Procter & Gamble PG Stock Holding History

MJT & Associates Financial Advisory’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 		$316K Hold
2,158
– – 0.21% 33
2026
Q1 		$312K Hold
2,158
– – 0.23% 31
2025
Q4 		$309K Hold
2,158
– – 0.23% 30
2025
Q3 		$332K Hold
2,158
– – 0.27% 28
2025
Q2 		$344K Buy
2,158
+9
+0.4% +$1.47K 0.43% 27
2025
Q1 		$366K Buy
+2,149
New +$360K 0.35% 31

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MJT & Associates Financial Advisory's PG Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Procter & Gamble (PG) position steady in Q2 2026 at 2,158 shares worth $316K. The position accounts for 0.21% of the portfolio, ranked #33.

MJT & Associates Financial Advisory first reported a position in PG in Q1 2025 and has held it in 6 quarters since. The position peaked at $366K in Q1 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • MJT & Associates Financial Advisory held 2,158 shares of Procter & Gamble worth $316K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.21% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #33 holding.
  • MJT & Associates Financial Advisory first reported a position in Procter & Gamble in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Procter & Gamble position peaked at $366K in Q1 2025.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.