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New England Capital Financial Advisors’s Procter & Gamble PG Stock Holding History

New England Capital Financial 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 		$1.14M Buy
7,798
+491
+7% +$71.5K 0.27% 25
2026
Q1 		$1.06M Buy
7,307
+2
+0% +$303 0.29% 24
2025
Q4 		$1.05M Buy
7,305
+2
+0% +$295 0.41% 23
2025
Q3 		$1.12M Buy
7,303
+2
+0% +$312 0.48% 20
2025
Q2 		$1.16M Buy
7,301
+2
+0% +$326 0.53% 19
2025
Q1 		$1.24M Buy
7,299
+2
+0% +$335 0.63% 19
2024
Q4 		$1.22M Sell
7,297
-39
-0.5% -$6.64K 0.6% 20
2024
Q3 		$1.27M Buy
7,336
+2
+0% +$340 0.66% 17
2024
Q2 		$1.21M Buy
7,334
+1
+0% +$163 0.68% 17
2024
Q1 		$1.19M Buy
7,333
+2
+0% +$314 0.67% 17
2023
Q4 		$1.07M Buy
7,331
+2
+0% +$296 0.65% 19
2023
Q3 		$1.07M Buy
7,329
+473
+7% +$72.2K 0.74% 19
2023
Q2 		$1.04M Buy
6,856
+2
+0% +$301 0.69% 18
2023
Q1 		$1.02M Buy
6,854
+32
+0.5% +$4.57K 0.72% 18
2022
Q4 		$975K Buy
+6,822
New +$956K 0.69% 18

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New England Capital Financial Advisors's PG Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Procter & Gamble (PG) stake by 6.7% in Q2 2026, buying an estimated $71.5K and bringing the position to 7,798 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #25.

New England Capital Financial Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2024. 1,863 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • New England Capital Financial Advisors held 7,798 shares of Procter & Gamble worth $1.14M as of Q2 2026.
  • New England Capital Financial Advisors bought 491 Procter & Gamble shares in Q2 2026, an estimated $71.5K.
  • Procter & Gamble made up 0.27% of New England Capital Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • New England Capital Financial Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Procter & Gamble position peaked at $1.27M in Q3 2024.
  • 1,863 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.