PFG
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Pinnacle Financial Group’s Procter & Gamble PG Stock Holding History

Pinnacle 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 		$355K Buy
2,459
+75
+3% +$11.4K 0.1% 83
2025
Q4 		$342K Buy
2,384
+114
+5% +$16.8K 0.1% 83
2025
Q3 		$349K Sell
2,270
-156
-6% -$24.4K 0.11% 80
2025
Q2 		$386K Buy
2,426
+108
+5% +$17.6K 0.13% 68
2025
Q1 		$395K Buy
2,318
+30
+1% +$5.03K 0.14% 64
2024
Q4 		$384K Buy
+2,288
New +$390K 0.15% 60
2022
Q1 		– Sell
-4,749
Closed -$777K – 69
2021
Q4 		$777K Buy
+4,749
New +$705K 0.6% 26

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

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

Pinnacle Financial Group increased its Procter & Gamble (PG) stake by 3.1% in Q1 2026, buying an estimated $11.4K and bringing the position to 2,459 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #83.

Pinnacle Financial Group first reported a position in PG in Q4 2021 and has held it in 7 quarters since. The position peaked at $777K in Q4 2021. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Pinnacle Financial Group held 2,459 shares of Procter & Gamble worth $355K as of Q1 2026.
  • Pinnacle Financial Group bought 75 Procter & Gamble shares in Q1 2026, an estimated $11.4K.
  • Procter & Gamble made up 0.1% of Pinnacle Financial Group's portfolio in Q1 2026, its #83 holding.
  • Pinnacle Financial Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 7 quarters since.
  • Pinnacle Financial Group's Procter & Gamble position peaked at $777K in Q4 2021.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.