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
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 $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

Park Square Financial Group's PG Position: Q1 2026 in Review

Park Square Financial Group reduced its Procter & Gamble (PG) stake by 43% in Q1 2026, selling an estimated $11.7K and leaving 103 shares worth $14.9K. The position accounts for 0.11% of the portfolio, ranked #55.

Park Square Financial Group first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $196K in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Park Square Financial Group held 103 shares of Procter & Gamble worth $14.9K as of Q1 2026.
  • Park Square Financial Group sold 77 Procter & Gamble shares in Q1 2026, an estimated $11.7K.
  • Procter & Gamble made up 0.11% of Park Square Financial Group's portfolio in Q1 2026, its #55 holding.
  • Park Square Financial Group first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Procter & Gamble position peaked at $196K in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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