Pathway Financial Advisors’s Procter & Gamble PG Stock Holding History

Pathway Financial Advisors’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	$616K	Buy	4,069 +258	+7%	+$37.6K	0.07%	82
2026 Q1	$545K	Sell	3,811 -1,300	-25%	-$197K	0.07%	85
2025 Q4	$715K	Hold	5,111	–	–	0.09%	76
2025 Q3	$785K	Buy	5,111 +1,041	+26%	+$163K	0.1%	70
2025 Q2	$648K	Sell	4,070 -105	-3%	-$17.1K	0.09%	76
2025 Q1	$712K	Buy	4,175 +76	+2%	+$12.7K	0.13%	73
2024 Q4	$687K	Buy	4,099 +524	+15%	+$89.2K	0.16%	72
2024 Q3	$619K	Sell	3,575 -291	-8%	-$49.4K	0.16%	74
2024 Q2	$638K	Buy	3,866 +212	+6%	+$34.7K	0.17%	71
2024 Q1	$593K	Sell	3,654 -5	-0.1%	-$784	0.16%	73
2023 Q4	$536K	Buy	3,659 +14	+0.4%	+$2.07K	0.15%	78
2023 Q3	$532K	Buy	3,645 +80	+2%	+$12.2K	0.18%	62
2023 Q2	$541K	Hold	3,565	–	–	0.18%	60
2023 Q1	$530K	Buy	3,565 +100	+3%	+$14.3K	0.18%	60
2022 Q4	$525K	Sell	3,465 -379	-10%	-$53.1K	0.16%	61
2022 Q3	$485K	Sell	3,844 -21	-0.5%	-$2.98K	0.17%	64
2022 Q2	$556K	Buy	3,865 +69	+2%	+$10.4K	0.23%	58
2022 Q1	$580K	Hold	3,796	–	–	0.22%	56
2021 Q4	$609K	Buy	+3,796	New	+$564K	0.22%	51
2021 Q1	$532K	Sell	3,857 -75	-2%	-$9.79K	0.21%	57
2020 Q4	$486K	Sell	3,932 -375	-9%	-$52.4K	0.2%	53
2020 Q3	$600K	Sell	4,307 -79	-2%	-$10.5K	0.23%	41
2020 Q2	$524K	Sell	4,386 -1,228	-22%	-$143K	0.16%	43
2020 Q1	$646K	Hold	5,614	–	–	0.22%	39
2019 Q4	$708K	Buy	5,614 +3,400	+154%	+$416K	0.2%	48
2019 Q3	$265K	Sell	2,214 -10	-0.4%	-$1.18K	0.08%	80
2019 Q2	$244K	Buy	2,224 +10	+0.5%	+$1.07K	0.07%	84
2019 Q1	$230K	Buy	2,214 +21	+1%	+$2.04K	0.07%	87
2018 Q4	$202K	Hold	2,193	–	–	0.11%	89
2018 Q3	$203K	Sell	2,193 -200	-8%	-$16.4K	0.11%	89
2018 Q2	$187K	Sell	2,393 -250	-9%	-$18.8K	0.11%	90
2018 Q1	$210K	Buy	2,643 +73	+3%	+$6.09K	0.12%	84
2017 Q4	$236K	Buy	+2,570	New	+$231K	0.14%	83

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Pathway Financial Advisors's PG Position: Q2 2026 in Review

Pathway Financial Advisors increased its Procter & Gamble (PG) stake by 6.8% in Q2 2026, buying an estimated $37.6K and bringing the position to 4,069 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #82.

Pathway Financial Advisors first reported a position in PG in Q4 2017 and has held it in 33 quarters since. The position peaked at $785K in Q3 2025. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Pathway Financial Advisors held 4,069 shares of Procter & Gamble worth $616K as of Q2 2026.
Pathway Financial Advisors bought 258 Procter & Gamble shares in Q2 2026, an estimated $37.6K.
Procter & Gamble made up 0.07% of Pathway Financial Advisors's portfolio in Q2 2026, its #82 holding.
Pathway Financial Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 33 quarters since.
Pathway Financial Advisors's Procter & Gamble position peaked at $785K in Q3 2025.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.