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

Oldfather 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
2025
Q4 		$222K Buy
+1,550
New +$229K 0.07% 94
2025
Q2 		– Sell
-1,244
Closed -$212K – 85
2025
Q1 		$212K Sell
1,244
-327
-21% -$54.8K 0.08% 72
2024
Q4 		$263K Sell
1,571
-11
-0.7% -$1.87K 0.1% 68
2024
Q3 		$274K Buy
1,582
+55
+4% +$9.34K 0.11% 63
2024
Q2 		$252K Buy
1,527
+4
+0.3% +$654 0.1% 64
2024
Q1 		$247K Sell
1,523
-51
-3% -$8K 0.1% 62
2023
Q4 		$231K Buy
1,574
+48
+3% +$7.11K 0.1% 59
2023
Q3 		$223K Buy
1,526
+4
+0.3% +$611 0.11% 58
2023
Q2 		$231K Buy
1,522
+4
+0.3% +$603 0.11% 59
2023
Q1 		$226K Buy
1,518
+3
+0.2% +$429 0.12% 58
2022
Q4 		$230K Buy
+1,515
New +$212K 0.13% 55
2022
Q3 		– Sell
-1,542
Closed -$225K – 63
2022
Q2 		$225K Hold
1,542
– – 0.13% 58
2022
Q1 		$252K Sell
1,542
-5
-0.3% -$782 0.14% 57
2021
Q4 		$244K Buy
1,547
+84
+6% +$12.5K 0.13% 57
2021
Q3 		$214K Buy
1,463
+3
+0.2% +$425 0.11% 60
2021
Q2 		$208K Sell
1,460
-246
-14% -$33.3K 0.11% 56
2021
Q1 		$234K Buy
1,706
+3
+0.2% +$391 0.13% 58
2020
Q4 		$221K Sell
1,703
-883
-34% -$123K 0.13% 59
2020
Q3 		$372K Buy
2,586
+4
+0.2% +$531 0.26% 43
2020
Q2 		$339K Sell
2,582
-47
-2% -$5.48K 0.26% 44
2020
Q1 		$301K Sell
2,629
-196
-7% -$23.5K 0.29% 44
2019
Q4 		$353K Buy
+2,825
New +$346K 0.33% 41

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oldfather Financial Services's PG Position: Q4 2025 in Review

Oldfather Financial Services opened a new position in Procter & Gamble (PG) in Q4 2025: 1,550 shares worth $222K. The stake represents 0.07% of the portfolio and ranks #94 among its holdings. This is a return to the name: Oldfather Financial Services previously reported a position in PG as recently as Q1 2025.

Oldfather Financial Services first reported a position in PG in Q4 2019 and has held it in 22 quarters since. The position peaked at $372K in Q3 2020. 4,023 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Oldfather Financial Services held 1,550 shares of Procter & Gamble worth $222K as of Q4 2025.
  • Procter & Gamble was a new Oldfather Financial Services position in Q4 2025.
  • Procter & Gamble made up 0.07% of Oldfather Financial Services's portfolio in Q4 2025, its #94 holding.
  • Oldfather Financial Services first reported a position in Procter & Gamble in Q4 2019 and has held it in 22 quarters since.
  • Oldfather Financial Services's Procter & Gamble position peaked at $372K in Q3 2020.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.