PSF
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Pacific Sun Financial’s Procter & Gamble PG Stock Holding History

Pacific Sun Financial’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 		$563K Sell
3,837
-20
-0.5% -$2.91K 0.23% 127
2026
Q1 		$557K Buy
3,857
+10
+0.3% +$1.52K 0.27% 116
2025
Q4 		$551K Sell
3,847
-43
-1% -$6.34K 0.27% 112
2025
Q3 		$598K Buy
3,890
+27
+0.7% +$4.22K 0.29% 99
2025
Q2 		$615K Sell
3,863
-14
-0.4% -$2.29K 0.32% 90
2025
Q1 		$661K Sell
3,877
-40
-1% -$6.7K 0.38% 79
2024
Q4 		$657K Sell
3,917
-50
-1% -$8.52K 0.36% 82
2024
Q3 		$687K Sell
3,967
-10
-0.3% -$1.7K 0.38% 79
2024
Q2 		$656K Sell
3,977
-30
-0.7% -$4.91K 0.39% 79
2024
Q1 		$650K Sell
4,007
-10
-0.2% -$1.57K 0.38% 80
2023
Q4 		$589K Sell
4,017
-20
-0.5% -$2.96K 0.37% 86
2023
Q3 		$589K Sell
4,037
-241
-6% -$36.8K 0.41% 78
2023
Q2 		$636K Buy
+4,278
New +$645K 0.43% 75
2022
Q4 		$648K Sell
4,278
-100
-2% -$14K 0.46% 68
2022
Q3 		$553K Sell
4,378
-50
-1% -$7.1K 0.39% 81
2022
Q2 		$637K Sell
4,428
-120
-3% -$18K 0.42% 76
2022
Q1 		$695K Buy
4,548
+150
+3% +$23.5K 0.38% 81
2021
Q4 		$719K Sell
4,398
-50
-1% -$7.42K 0.38% 82
2021
Q3 		$622K Buy
+4,448
New +$630K 0.36% 84
2020
Q3 		$618K Buy
4,448
+24
+0.5% +$3.19K 0.52% 65
2020
Q2 		$529K Sell
4,424
-80
-2% -$9.33K 0.48% 71
2020
Q1 		$495K Buy
4,504
+50
+1% +$6K 0.57% 63
2019
Q4 		$556K Sell
4,454
-20
-0.4% -$2.45K 0.49% 72
2019
Q3 		$556K Sell
4,474
-100
-2% -$11.8K 0.52% 69
2019
Q2 		$502K Buy
+4,574
New +$488K 0.48% 73
2018
Q2 		$417K Sell
5,044
-550
-10% -$41.4K 0.43% 78
2018
Q1 		$443K Sell
5,594
-720
-11% -$60K 0.58% 63
2017
Q4 		$580K Buy
+6,314
New +$568K 0.32% 74

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

Pacific Sun Financial's PG Position: Q2 2026 in Review

Pacific Sun Financial reduced its Procter & Gamble (PG) stake by 0.52% in Q2 2026, selling an estimated $2.91K and leaving 3,837 shares worth $563K. The position accounts for 0.23% of the portfolio, ranked #127.

Pacific Sun Financial first reported a position in PG in Q4 2017 and has held it in 28 quarters since. The position peaked at $719K in Q4 2021. 4,021 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Pacific Sun Financial held 3,837 shares of Procter & Gamble worth $563K as of Q2 2026.
  • Pacific Sun Financial sold 20 Procter & Gamble shares in Q2 2026, an estimated $2.91K.
  • Procter & Gamble made up 0.23% of Pacific Sun Financial's portfolio in Q2 2026, its #127 holding.
  • Pacific Sun Financial first reported a position in Procter & Gamble in Q4 2017 and has held it in 28 quarters since.
  • Pacific Sun Financial's Procter & Gamble position peaked at $719K in Q4 2021.
  • 4,021 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.