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NBZ Investment Advisors’s Procter & Gamble PG Stock Holding History

NBZ Investment Advisors’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 		$389K Buy
+2,655
New +$386K 0.15% 45
2025
Q2 		– Sell
-2,647
Closed -$451K – 65
2025
Q1 		$451K Buy
+2,647
New +$443K 0.26% 35

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NBZ Investment Advisors's PG Position: Q2 2026 in Review

NBZ Investment Advisors opened a new position in Procter & Gamble (PG) in Q2 2026: 2,655 shares worth $389K. The stake represents 0.15% of the portfolio and ranks #45 among its holdings. This is a return to the name: NBZ Investment Advisors previously reported a position in PG as recently as Q1 2025.

NBZ Investment Advisors first reported a position in PG in Q1 2025 and has held it in 2 quarters since. The position peaked at $451K in Q1 2025. 4,042 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • NBZ Investment Advisors held 2,655 shares of Procter & Gamble worth $389K as of Q2 2026.
  • Procter & Gamble was a new NBZ Investment Advisors position in Q2 2026.
  • Procter & Gamble made up 0.15% of NBZ Investment Advisors's portfolio in Q2 2026, its #45 holding.
  • NBZ Investment Advisors first reported a position in Procter & Gamble in Q1 2025 and has held it in 2 quarters since.
  • NBZ Investment Advisors's Procter & Gamble position peaked at $451K in Q1 2025.
  • 4,042 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.