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New Century Financial Group’s Procter & Gamble PG Stock Holding History

New Century 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
2025
Q1 		– Sell
-3,379
Closed -$558K – 267
2024
Q4 		$558K Sell
3,379
-1,467
-30% -$250K 0.24% 124
2024
Q3 		$839K Sell
4,846
-1,052
-18% -$179K 0.31% 96
2024
Q2 		$973K Buy
5,898
+4,372
+287% +$715K 0.41% 66
2024
Q1 		$248K Buy
1,526
+90
+6% +$14.1K 0.17% 153
2023
Q4 		$210K Buy
+1,436
New +$213K 0.18% 154

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

New Century Financial Group's PG Position: Q1 2025 in Review

New Century Financial Group sold out of Procter & Gamble (PG) in Q1 2025, closing a stake of 3,379 shares — an estimated $558K sold.

New Century Financial Group first reported a position in PG in Q4 2023 and held it in 5 quarters. The position peaked at $973K in Q2 2024. 4,013 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • New Century Financial Group reported no remaining Procter & Gamble position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 3,379 Procter & Gamble shares in Q1 2025, an estimated $558K.
  • New Century Financial Group first reported a position in Procter & Gamble in Q4 2023 and held it in 5 quarters.
  • New Century Financial Group's Procter & Gamble position peaked at $973K in Q2 2024.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.