OFG
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Oxford Financial Group’s Procter & Gamble PG Stock Holding History

Oxford 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
2026
Q2 		$2.72M Sell
18,565
-115
-0.6% -$16.7K 0.14% 51
2026
Q1 		$2.7M Buy
18,680
+3,974
+27% +$602K 0.15% 50
2025
Q4 		$2.11M Sell
14,706
-88
-0.6% -$13K 0.12% 59
2025
Q3 		$2.27M Buy
14,794
+598
+4% +$93.4K 0.13% 56
2025
Q2 		$2.26M Buy
14,196
+724
+5% +$118K 0.13% 51
2025
Q1 		$2.3M Sell
13,472
-905
-6% -$152K 0.16% 47
2024
Q4 		$2.41M Sell
14,377
-1,656
-10% -$282K 0.16% 50
2024
Q3 		$2.78M Sell
16,033
-1,782
-10% -$303K 0.18% 46
2024
Q2 		$2.94M Buy
17,815
+2,153
+14% +$352K 0.19% 42
2024
Q1 		$2.54M Sell
15,662
-1,471
-9% -$231K 0.18% 45
2023
Q4 		$2.51M Sell
17,133
-488
-3% -$72.3K 0.18% 45
2023
Q3 		$2.57M Sell
17,621
-564
-3% -$86.1K 0.22% 41
2023
Q2 		$2.76M Buy
18,185
+1,348
+8% +$203K 0.26% 39
2023
Q1 		$2.5M Buy
16,837
+466
+3% +$66.6K 0.28% 35
2022
Q4 		$2.48M Buy
16,371
+855
+6% +$120K 0.29% 37
2022
Q3 		$1.96M Sell
15,516
-1,919
-11% -$273K 0.29% 34
2022
Q2 		$2.51M Buy
17,435
+1,170
+7% +$176K 0.37% 34
2022
Q1 		$2.48M Buy
16,265
+203
+1% +$31.8K 0.32% 32
2021
Q4 		$2.63M Buy
16,062
+1,369
+9% +$203K 0.3% 37
2021
Q3 		$2.05M Sell
14,693
-95
-0.6% -$13.5K 0.26% 36
2021
Q2 		$2M Buy
14,788
+101
+0.7% +$13.7K 0.27% 37
2021
Q1 		$1.99M Hold
14,687
– – 0.28% 33
2020
Q4 		$2.04M Hold
14,687
– – 0.3% 36
2020
Q3 		$2.04M Buy
14,687
+1
+0% +$133 0.33% 34
2020
Q2 		$1.76M Buy
14,686
+85
+0.6% +$9.91K 0.3% 36
2020
Q1 		$1.61M Buy
+14,601
New +$1.75M 0.32% 34

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

Oxford Financial Group's PG Position: Q2 2026 in Review

Oxford Financial Group reduced its Procter & Gamble (PG) stake by 0.62% in Q2 2026, selling an estimated $16.7K and leaving 18,565 shares worth $2.72M. The position accounts for 0.14% of the portfolio, ranked #51.

Oxford Financial Group first reported a position in PG in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.94M in Q2 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Oxford Financial Group held 18,565 shares of Procter & Gamble worth $2.72M as of Q2 2026.
  • Oxford Financial Group sold 115 Procter & Gamble shares in Q2 2026, an estimated $16.7K.
  • Procter & Gamble made up 0.14% of Oxford Financial Group's portfolio in Q2 2026, its #51 holding.
  • Oxford Financial Group first reported a position in Procter & Gamble in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's Procter & Gamble position peaked at $2.94M in Q2 2024.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.