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PAX Financial Group’s Procter & Gamble PG Stock Holding History

PAX 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 		$394K Buy
2,727
+348
+15% +$52.8K 0.07% 138
2025
Q4 		$341K Sell
2,379
-28
-1% -$4.13K 0.06% 165
2025
Q3 		$370K Buy
2,407
+359
+18% +$56.1K 0.07% 166
2025
Q2 		$326K Sell
2,048
-713
-26% -$116K 0.06% 184
2025
Q1 		$471K Buy
2,761
+518
+23% +$86.8K 0.08% 174
2024
Q4 		$376K Sell
2,243
-608
-21% -$104K 0.07% 192
2024
Q3 		$494K Sell
2,851
-111
-4% -$18.8K 0.09% 175
2024
Q2 		$488K Buy
2,962
+26
+0.9% +$4.25K 0.1% 171
2024
Q1 		$476K Sell
2,936
-87
-3% -$13.6K 0.1% 175
2023
Q4 		$480K Buy
3,023
+36
+1% +$5.33K 0.1% 175
2023
Q3 		$436K Buy
+2,987
New +$456K 0.1% 164
2022
Q1 		– Sell
-5,785
Closed -$946K – 216
2021
Q4 		$946K Sell
5,785
-37
-0.6% -$5.49K 0.21% 71
2021
Q3 		$814K Sell
5,822
-21
-0.4% -$2.98K 0.2% 77
2021
Q2 		$788K Buy
5,843
+593
+11% +$80.2K 0.2% 82
2021
Q1 		$711K Buy
5,250
+1,025
+24% +$134K 0.2% 76
2020
Q4 		$588K Buy
4,225
+108
+3% +$15.1K 0.18% 73
2020
Q3 		$572K Buy
4,117
+426
+12% +$56.6K 0.2% 54
2020
Q2 		$441K Buy
3,691
+449
+14% +$52.4K 0.17% 80
2020
Q1 		$385K Buy
3,242
+950
+41% +$114K 0.16% 81
2019
Q4 		$286K Buy
+2,292
New +$280K 0.12% 101

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

PAX Financial Group's PG Position: Q1 2026 in Review

PAX Financial Group increased its Procter & Gamble (PG) stake by 15% in Q1 2026, buying an estimated $52.8K and bringing the position to 2,727 shares worth $394K. The position accounts for 0.07% of the portfolio, ranked #138.

PAX Financial Group first reported a position in PG in Q4 2019 and has held it in 20 quarters since. The position peaked at $946K in Q4 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • PAX Financial Group held 2,727 shares of Procter & Gamble worth $394K as of Q1 2026.
  • PAX Financial Group bought 348 Procter & Gamble shares in Q1 2026, an estimated $52.8K.
  • Procter & Gamble made up 0.07% of PAX Financial Group's portfolio in Q1 2026, its #138 holding.
  • PAX Financial Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 20 quarters since.
  • PAX Financial Group's Procter & Gamble position peaked at $946K in Q4 2021.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.