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PFG Private Wealth Management’s Procter & Gamble PG Stock Holding History

PFG Private Wealth Management’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 		– Sell
-1,440
Closed -$206K – 84
2025
Q4 		$206K Buy
+1,440
New +$212K 0.09% 73
2025
Q2 		– Sell
-968
Closed -$165K – 190
2025
Q1 		$165K Sell
968
-56
-5% -$9.38K 0.09% 68
2024
Q4 		$172K Buy
1,024
+51
+5% +$8.69K 0.1% 54
2024
Q3 		$169K Buy
+973
New +$165K 0.1% 63
2023
Q4 		– Sell
-225
Closed -$32.8K – 281
2023
Q3 		$32.8K Sell
225
-611
-73% -$93.3K 0.02% 131
2023
Q2 		$127K Sell
836
-105
-11% -$15.8K 0.07% 79
2023
Q1 		$140K Sell
941
-1,031
-52% -$147K 0.09% 67
2022
Q4 		$299K Buy
1,972
+13
+0.7% +$1.82K 0.19% 37
2022
Q3 		$247K Buy
1,959
+133
+7% +$18.9K 0.16% 38
2022
Q2 		$263K Buy
1,826
+1,171
+179% +$176K 0.15% 43
2022
Q1 		$100K Buy
655
+10
+2% +$1.56K 0.05% 127
2021
Q4 		$106K Buy
+645
New +$95.8K 0.05% 97

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

PFG Private Wealth Management's PG Position: Q1 2026 in Review

PFG Private Wealth Management sold out of Procter & Gamble (PG) in Q1 2026, closing a stake of 1,440 shares — an estimated $206K sold.

PFG Private Wealth Management first reported a position in PG in Q4 2021 and held it in 12 quarters. The position peaked at $299K in Q4 2022. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • PFG Private Wealth Management reported no remaining Procter & Gamble position as of Q1 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,440 Procter & Gamble shares in Q1 2026, an estimated $206K.
  • PFG Private Wealth Management first reported a position in Procter & Gamble in Q4 2021 and held it in 12 quarters.
  • PFG Private Wealth Management's Procter & Gamble position peaked at $299K in Q4 2022.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.