Perryman Financial Advisory’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.79M Buy
66,793
+2,764
+4% +$402K 1.3% 23
2026
Q1
$9.25M Sell
64,029
-594
-0.9% -$90.1K 1.39% 20
2025
Q4
$9.26M Buy
+64,623
New +$9.53M 1.36% 18

Other funds holding PG

Perryman Financial Advisory's PG Position: Q2 2026 in Review

Perryman Financial Advisory increased its Procter & Gamble (PG) stake by 4.3% in Q2 2026, buying an estimated $402K and bringing the position to 66,793 shares worth $9.79M. The position accounts for 1.3% of the portfolio, ranked #23.

Perryman Financial Advisory first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 3,999 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Perryman Financial Advisory held 66,793 shares of Procter & Gamble worth $9.79M as of Q2 2026.
  • Perryman Financial Advisory bought 2,764 Procter & Gamble shares in Q2 2026, an estimated $402K.
  • Procter & Gamble made up 1.3% of Perryman Financial Advisory's portfolio in Q2 2026, its #23 holding.
  • Perryman Financial Advisory first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.