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Physicians Financial Services’s Procter & Gamble PG Stock Holding History

Physicians Financial Services’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 		$4.04M Buy
27,549
+51
+0.2% +$7.42K 1.01% 27
2026
Q1 		$3.97M Buy
27,498
+3,143
+13% +$476K 1.09% 27
2025
Q4 		$3.49M Sell
24,355
-374
-2% -$55.1K 0.94% 28
2025
Q3 		$3.8M Buy
24,729
+131
+0.5% +$20.5K 1.04% 26
2025
Q2 		$3.92M Sell
24,598
-540
-2% -$88.1K 1.17% 25
2025
Q1 		$4.28M Sell
25,138
-309
-1% -$51.8K 1.36% 20
2024
Q4 		$4.27M Sell
25,447
-348
-1% -$59.3K 1.3% 19
2024
Q3 		$4.47M Sell
25,795
-1,398
-5% -$237K 1.39% 18
2024
Q2 		$4.49M Buy
27,193
+554
+2% +$90.6K 1.46% 17
2024
Q1 		$4.32M Sell
26,639
-221
-0.8% -$34.7K 1.52% 17
2023
Q4 		$3.94M Sell
26,860
-105
-0.4% -$15.6K 1.49% 20
2023
Q3 		$3.93M Buy
26,965
+76
+0.3% +$11.6K 1.61% 16
2023
Q2 		$4.08M Sell
26,889
-48
-0.2% -$7.24K 1.6% 15
2023
Q1 		$4M Sell
26,937
-52
-0.2% -$7.43K 1.69% 17
2022
Q4 		$4.09M Sell
26,989
-34
-0.1% -$4.77K 1.84% 15
2022
Q3 		$3.41M Sell
27,023
-187
-0.7% -$26.6K 1.65% 16
2022
Q2 		$3.91M Buy
27,210
+577
+2% +$86.7K 1.74% 15
2022
Q1 		$4.07M Sell
26,633
-174
-0.6% -$27.2K 1.55% 15
2021
Q4 		$4.38M Sell
26,807
-241
-0.9% -$35.8K 1.62% 13
2021
Q3 		$3.78M Sell
27,048
-450
-2% -$63.8K 1.53% 18
2021
Q2 		$3.71M Sell
27,498
-1,238
-4% -$168K 1.52% 20
2021
Q1 		$3.89M Buy
28,736
+2,115
+8% +$276K 1.67% 16
2020
Q4 		$3.7M Sell
26,621
-1,246
-4% -$174K 1.79% 12
2020
Q3 		$3.87M Sell
27,867
-185
-0.7% -$24.6K 1.93% 11
2020
Q2 		$3.35M Buy
28,052
+150
+0.5% +$17.5K 1.85% 13
2020
Q1 		$3.07M Sell
27,902
-1,420
-5% -$170K 2.11% 11
2019
Q4 		$3.66M Buy
29,322
+51
+0.2% +$6.24K 1.98% 14
2019
Q3 		$3.64M Sell
29,271
-85
-0.3% -$10K 2.08% 12
2019
Q2 		$3.22M Buy
29,356
+365
+1% +$38.9K 1.89% 18
2019
Q1 		$3.02M Buy
28,991
+427
+1% +$41.6K 1.88% 18
2018
Q4 		$2.63M Buy
28,564
+499
+2% +$44.6K 1.91% 18
2018
Q3 		$2.34M Sell
28,065
-649
-2% -$53.1K 1.61% 19
2018
Q2 		$2.24M Buy
28,714
+200
+0.7% +$15.1K 1.68% 18
2018
Q1 		$2.25M Buy
28,514
+4,270
+18% +$356K 1.78% 17
2017
Q4 		$2.23M Hold
24,244
– – 1.7% 16
2017
Q3 		$2.21M Sell
24,244
-50
-0.2% -$4.55K 1.8% 14
2017
Q2 		$2.12M Sell
24,294
-827
-3% -$72.9K 1.79% 15
2017
Q1 		$2.26M Sell
25,121
-988
-4% -$87.6K 1.95% 15
2016
Q4 		$2.21M Sell
26,109
-54
-0.2% -$4.6K 1.81% 14
2016
Q3 		$2.35M Buy
26,163
+1,989
+8% +$173K 1.96% 10
2016
Q2 		$2.05M Sell
24,174
-96
-0.4% -$7.88K 1.79% 12
2016
Q1 		$2M Buy
24,270
+348
+1% +$28K 1.81% 12
2015
Q4 		$1.9M Buy
+23,922
New +$1.83M 1.76% 13

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physicians Financial Services's PG Position: Q2 2026 in Review

Physicians Financial Services increased its Procter & Gamble (PG) stake by 0.19% in Q2 2026, buying an estimated $7.42K and bringing the position to 27,549 shares worth $4.04M. The position accounts for 1.01% of the portfolio, ranked #27.

Physicians Financial Services first reported a position in PG in Q4 2015 and has held it in 43 quarters since. The position peaked at $4.49M in Q2 2024. 1,500 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Physicians Financial Services held 27,549 shares of Procter & Gamble worth $4.04M as of Q2 2026.
  • Physicians Financial Services bought 51 Procter & Gamble shares in Q2 2026, an estimated $7.42K.
  • Procter & Gamble made up 1.01% of Physicians Financial Services's portfolio in Q2 2026, its #27 holding.
  • Physicians Financial Services first reported a position in Procter & Gamble in Q4 2015 and has held it in 43 quarters since.
  • Physicians Financial Services's Procter & Gamble position peaked at $4.49M in Q2 2024.
  • 1,500 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.