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Newbridge Financial Services Group’s Procter & Gamble PG Stock Holding History

Newbridge Financial Services 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
2026
Q2 		$1.7M Buy
11,599
+125
+1% +$18.2K 0.21% 90
2026
Q1 		$1.66M Buy
11,474
+144
+1% +$21.8K 0.27% 79
2025
Q4 		$1.62M Buy
11,330
+10,247
+946% +$1.51M 0.25% 77
2025
Q3 		$166K Sell
1,083
-9,577
-90% -$1.5M 0.02% 324
2025
Q2 		$1.7M Buy
10,660
+975
+10% +$159K 0.28% 76
2025
Q1 		$1.65M Buy
9,685
+1,670
+21% +$280K 0.4% 57
2024
Q4 		$1.34M Buy
8,015
+720
+10% +$123K 0.35% 63
2024
Q3 		$1.26M Buy
7,295
+3,462
+90% +$588K 0.44% 55
2024
Q2 		$632K Buy
3,833
+917
+31% +$150K 0.24% 82
2024
Q1 		$473K Sell
2,916
-891
-23% -$140K 0.21% 101
2023
Q4 		$558K Sell
3,807
-100
-3% -$14.8K 0.27% 85
2023
Q3 		$570K Sell
3,907
-70
-2% -$10.7K 0.29% 74
2023
Q2 		$603K Sell
3,977
-221
-5% -$33.3K 0.3% 66
2023
Q1 		$624K Buy
4,198
+374
+10% +$53.5K 0.33% 65
2022
Q4 		$580K Buy
3,824
+69
+2% +$9.67K 0.33% 68
2022
Q3 		$474K Buy
3,755
+172
+5% +$24.4K 0.28% 82
2022
Q2 		$515K Buy
3,583
+280
+8% +$42.1K 0.32% 74
2022
Q1 		$505K Sell
3,303
-32
-1% -$5.01K 0.25% 88
2021
Q4 		$545K Buy
3,335
+2,202
+194% +$327K 0.26% 81
2021
Q3 		$158K Sell
1,133
-424
-27% -$60.1K 0.1% 201
2021
Q2 		$210K Buy
1,557
+5
+0.3% +$677 0.13% 171
2021
Q1 		$210K Sell
1,552
-102
-6% -$13.3K 0.15% 151
2020
Q4 		$230K Buy
1,654
+3
+0.2% +$419 0.19% 118
2020
Q3 		$229K Buy
+1,651
New +$219K 0.23% 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
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

Newbridge Financial Services Group's PG Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Procter & Gamble (PG) stake by 1.1% in Q2 2026, buying an estimated $18.2K and bringing the position to 11,599 shares worth $1.7M. The position accounts for 0.21% of the portfolio, ranked #90.

Newbridge Financial Services Group first reported a position in PG in Q3 2020 and has held it in 24 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Newbridge Financial Services Group held 11,599 shares of Procter & Gamble worth $1.7M as of Q2 2026.
  • Newbridge Financial Services Group bought 125 Procter & Gamble shares in Q2 2026, an estimated $18.2K.
  • Procter & Gamble made up 0.21% of Newbridge Financial Services Group's portfolio in Q2 2026, its #90 holding.
  • Newbridge Financial Services Group first reported a position in Procter & Gamble in Q3 2020 and has held it in 24 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.