MFS
PG icon

Montgomery Financial Services’s Procter & Gamble PG Stock Holding History

Montgomery Financial 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
Q2 		$28.4K Buy
+194
New +$28.2K 0.02% 100

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Montgomery Financial Services's PG Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Procter & Gamble (PG) in Q2 2026: 194 shares worth $28.4K. The stake represents 0.02% of the portfolio and ranks #100 among its holdings.

3,865 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Montgomery Financial Services held 194 shares of Procter & Gamble worth $28.4K as of Q2 2026.
  • Procter & Gamble was a new Montgomery Financial Services position in Q2 2026.
  • Procter & Gamble made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #100 holding.
  • 3,865 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.