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

Petra 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 		$208K Buy
+1,419
New +$207K 0.1% 161
2025
Q1 		– Sell
-1,455
Closed -$244K – 142
2024
Q4 		$244K Buy
1,455
+74
+5% +$12.6K 0.17% 123
2024
Q3 		$239K Buy
+1,381
New +$234K 0.16% 124
2023
Q4 		– Sell
-1,416
Closed -$207K – 124
2023
Q3 		$207K Buy
+1,416
New +$216K 0.17% 118

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Petra Financial Advisors opened a new position in Procter & Gamble (PG) in Q2 2026: 1,419 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #161 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in PG as recently as Q4 2024.

Petra Financial Advisors first reported a position in PG in Q3 2023 and has held it in 4 quarters since. The position peaked at $244K in Q4 2024. 1,637 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Petra Financial Advisors held 1,419 shares of Procter & Gamble worth $208K as of Q2 2026.
  • Procter & Gamble was a new Petra Financial Advisors position in Q2 2026.
  • Procter & Gamble made up 0.1% of Petra Financial Advisors's portfolio in Q2 2026, its #161 holding.
  • Petra Financial Advisors first reported a position in Procter & Gamble in Q3 2023 and has held it in 4 quarters since.
  • Petra Financial Advisors's Procter & Gamble position peaked at $244K in Q4 2024.
  • 1,637 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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