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Patriot Financial Group Insurance Agency’s Procter & Gamble PG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$1.13M Sell
7,706
-10,488
-58% -$1.53M 0.12% 202
2026
Q1 		$2.63M Buy
18,194
+10,539
+138% +$1.6M 0.15% 170
2025
Q4 		$1.1M Buy
7,655
+71
+0.9% +$10.5K 0.13% 196
2025
Q3 		$1.17M Sell
7,584
-912
-11% -$142K 0.15% 178
2025
Q2 		$1.3M Buy
8,496
+762
+10% +$124K 0.15% 170
2025
Q1 		$1.26M Buy
7,734
+275
+4% +$46.1K 0.17% 150
2024
Q4 		$1.2M Sell
7,459
-22
-0.3% -$3.75K 0.16% 144
2024
Q3 		$1.24M Sell
7,481
-2,376
-24% -$403K 0.17% 144
2024
Q2 		$1.57M Sell
9,857
-80
-0.8% -$13.1K 0.23% 102
2024
Q1 		$1.56M Sell
9,937
-148
-1% -$23.2K 0.25% 96
2023
Q4 		$1.43M Sell
10,085
-2,664
-21% -$395K 0.27% 85
2023
Q3 		$1.81M Buy
12,749
+119
+0.9% +$18.2K 0.37% 54
2023
Q2 		$1.87M Sell
12,630
-280
-2% -$42.2K 0.35% 59
2023
Q1 		$1.87M Buy
12,910
+625
+5% +$89.3K 0.38% 55
2022
Q4 		$1.81M Buy
12,285
+1,466
+14% +$206K 0.24% 45
2022
Q3 		$1.37M Buy
10,819
+219
+2% +$31.1K 0.33% 70
2022
Q2 		$1.52M Buy
10,600
+529
+5% +$79.5K 0.31% 64
2022
Q1 		$1.54M Sell
10,071
-1,696
-14% -$265K 0.27% 77
2021
Q4 		$1.93M Sell
11,767
-377
-3% -$56K 0.32% 59
2021
Q3 		$1.7M Buy
12,144
+586
+5% +$83.1K 0.3% 64
2021
Q2 		$1.56M Buy
11,558
+600
+5% +$81.2K 0.28% 74
2021
Q1 		$1.48M Buy
10,958
+366
+3% +$47.8K 0.34% 54
2020
Q4 		$1.47M Buy
10,592
+2,776
+36% +$388K 0.37% 47
2020
Q3 		$1.09M Sell
7,816
-280
-3% -$37.2K 0.35% 54
2020
Q2 		$968K Buy
8,096
+923
+13% +$108K 0.37% 55
2020
Q1 		$789K Buy
7,173
+780
+12% +$93.6K 0.36% 57
2019
Q4 		$798K Sell
6,393
-279
-4% -$34.1K 0.3% 61
2019
Q3 		$830K Sell
6,672
-42
-0.6% -$4.96K 0.37% 51
2019
Q2 		$748K Buy
6,714
+1,057
+19% +$113K 0.32% 51
2019
Q1 		$589K Buy
5,657
+1,211
+27% +$118K 0.3% 57
2018
Q4 		$409K Buy
4,446
+1,094
+33% +$97.8K 0.27% 61
2018
Q3 		$279K Buy
3,352
+2,637
+369% +$216K 0.17% 91
2018
Q2 		$56K Sell
715
-2,403
-77% -$181K 0.06% 177
2018
Q1 		$241K Sell
3,118
-142
-4% -$11.8K 0.18% 117
2017
Q4 		$300K Sell
3,260
-146
-4% -$13.1K 0.22% 89
2017
Q3 		$314K Sell
3,406
-5
-0.1% -$455 0.28% 73
2017
Q2 		$297K Sell
3,411
-9
-0.3% -$793 0.31% 61
2017
Q1 		$308K Buy
3,420
+746
+28% +$66.1K 0.32% 56
2016
Q4 		$234K Buy
+2,674
New +$228K 0.32% 58

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Procter & Gamble (PG) stake by 58% in Q2 2026, selling an estimated $1.53M and leaving 7,706 shares worth $1.13M. The position accounts for 0.12% of the portfolio, ranked #202.

Patriot Financial Group Insurance Agency first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.63M in Q1 2026. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 7,706 shares of Procter & Gamble worth $1.13M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,488 Procter & Gamble shares in Q2 2026, an estimated $1.53M.
  • Procter & Gamble made up 0.12% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #202 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Procter & Gamble position peaked at $2.63M in Q1 2026.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.