PSFG
PG icon

Park Square Financial Group’s Procter & Gamble PG Stock Holding History

Park Square 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 		$11K Sell
75
-28
-27% -$4.08K 0.1% 69
2026
Q1 		$14.9K Sell
103
-77
-43% -$11.7K 0.11% 55
2025
Q4 		$30.2K Buy
180
+71
+65% +$10.5K 0.18% 60
2025
Q3 		$16.7K Sell
109
-611
-85% -$95.4K 0.07% 109
2025
Q2 		$115K Sell
720
-65
-8% -$10.6K 0.08% 176
2025
Q1 		$134K Sell
785
-386
-33% -$64.7K 0.11% 132
2024
Q4 		$196K Buy
+1,171
New +$199K 0.14% 91

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

Park Square Financial Group's PG Position: Q2 2026 in Review

Park Square Financial Group reduced its Procter & Gamble (PG) stake by 27% in Q2 2026, selling an estimated $4.08K and leaving 75 shares worth $11K. The position accounts for 0.1% of the portfolio, ranked #69.

Park Square Financial Group first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $196K in Q4 2024. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Park Square Financial Group held 75 shares of Procter & Gamble worth $11K as of Q2 2026.
  • Park Square Financial Group sold 28 Procter & Gamble shares in Q2 2026, an estimated $4.08K.
  • Procter & Gamble made up 0.1% of Park Square Financial Group's portfolio in Q2 2026, its #69 holding.
  • Park Square Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Procter & Gamble position peaked at $196K in Q4 2024.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.