PGF
PG icon

Plan Group Financial’s Procter & Gamble PG Stock Holding History

Plan Group Financial’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 		$301K Buy
2,085
+111
+6% +$16.8K 0.07% 168
2025
Q4 		$283K Sell
1,974
-49
-2% -$7.22K 0.07% 158
2025
Q3 		$311K Sell
2,023
-57
-3% -$8.9K 0.08% 141
2025
Q2 		$331K Sell
2,080
-167
-7% -$27.3K 0.11% 125
2025
Q1 		$383K Sell
2,247
-1,272
-36% -$213K 0.14% 111
2024
Q4 		$590K Sell
3,519
-25
-0.7% -$4.26K 0.31% 63
2024
Q3 		$614K Sell
3,544
-36
-1% -$6.11K 0.32% 62
2024
Q2 		$590K Buy
3,580
+2,170
+154% +$355K 0.36% 63
2024
Q1 		$229K Buy
1,410
+37
+3% +$5.8K 0.15% 84
2023
Q4 		$201K Sell
1,373
-68
-5% -$10.1K 0.18% 67
2023
Q3 		$210K Sell
1,441
-598
-29% -$91.3K 0.15% 65
2023
Q2 		$317K Buy
+2,039
New +$307K 0.26% 48

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

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

Plan Group Financial increased its Procter & Gamble (PG) stake by 5.6% in Q1 2026, buying an estimated $16.8K and bringing the position to 2,085 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #168.

Plan Group Financial first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $614K in Q3 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Plan Group Financial held 2,085 shares of Procter & Gamble worth $301K as of Q1 2026.
  • Plan Group Financial bought 111 Procter & Gamble shares in Q1 2026, an estimated $16.8K.
  • Procter & Gamble made up 0.07% of Plan Group Financial's portfolio in Q1 2026, its #168 holding.
  • Plan Group Financial first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
  • Plan Group Financial's Procter & Gamble position peaked at $614K in Q3 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.