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Pathfinder Wealth Consulting’s Procter & Gamble PG Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-4,276
Closed -$618K – 116
2026
Q1 		$618K Sell
4,276
-92
-2% -$13.9K 0.4% 60
2025
Q4 		$626K Buy
+4,368
New +$644K 0.4% 57

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Pathfinder Wealth Consulting's PG Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 4,276 shares — an estimated $618K sold.

Pathfinder Wealth Consulting first reported a position in PG in Q4 2025 and held it in 2 quarters. The position peaked at $626K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 4,276 Procter & Gamble shares in Q2 2026, an estimated $618K.
  • Pathfinder Wealth Consulting first reported a position in Procter & Gamble in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's Procter & Gamble position peaked at $626K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.