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
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 $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

Oxford Financial Group's PG Position: Q1 2026 in Review

Oxford Financial Group increased its Procter & Gamble (PG) stake by 27% in Q1 2026, buying an estimated $602K and bringing the position to 18,680 shares worth $2.7M. The position accounts for 0.15% of the portfolio, ranked #50.

Oxford Financial Group first reported a position in PG in Q1 2020 and has held it in 25 quarters since. The position peaked at $2.94M in Q2 2024. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Oxford Financial Group held 18,680 shares of Procter & Gamble worth $2.7M as of Q1 2026.
  • Oxford Financial Group bought 3,974 Procter & Gamble shares in Q1 2026, an estimated $602K.
  • Procter & Gamble made up 0.15% of Oxford Financial Group's portfolio in Q1 2026, its #50 holding.
  • Oxford Financial Group first reported a position in Procter & Gamble in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Procter & Gamble position peaked at $2.94M in Q2 2024.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.