OFO
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OneAscent Family Office’s Procter & Gamble PG Stock Holding History

OneAscent Family Office’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
Q1 		$461K Buy
3,190
+1,104
+53% +$167K 0.32% 77
2025
Q4 		$299K Buy
2,086
+600
+40% +$88.5K 0.2% 114
2025
Q3 		$228K Sell
1,486
-25
-2% -$3.9K 0.19% 135
2025
Q2 		$241K Sell
1,511
-1,415
-48% -$231K 0.23% 110
2025
Q1 		$498K Buy
+2,926
New +$490K 0.46% 66

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OneAscent Family Office's PG Position: Q1 2026 in Review

OneAscent Family Office increased its Procter & Gamble (PG) stake by 53% in Q1 2026, buying an estimated $167K and bringing the position to 3,190 shares worth $461K. The position accounts for 0.32% of the portfolio, ranked #77.

OneAscent Family Office first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $498K in Q1 2025. 3,992 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • OneAscent Family Office held 3,190 shares of Procter & Gamble worth $461K as of Q1 2026.
  • OneAscent Family Office bought 1,104 Procter & Gamble shares in Q1 2026, an estimated $167K.
  • Procter & Gamble made up 0.32% of OneAscent Family Office's portfolio in Q1 2026, its #77 holding.
  • OneAscent Family Office first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Family Office's Procter & Gamble position peaked at $498K in Q1 2025.
  • 3,992 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.