PGF
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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
Q2 		– Sell
-2,085
Closed -$301K – 270
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Plan Group Financial's PG Position: Q2 2026 in Review

Plan Group Financial sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 2,085 shares — an estimated $301K sold.

Plan Group Financial first reported a position in PG in Q2 2023 and held it in 12 quarters. The position peaked at $614K in Q3 2024. 4,024 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Plan Group Financial reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Plan Group Financial sold 2,085 Procter & Gamble shares in Q2 2026, an estimated $301K.
  • Plan Group Financial first reported a position in Procter & Gamble in Q2 2023 and held it in 12 quarters.
  • Plan Group Financial's Procter & Gamble position peaked at $614K in Q3 2024.
  • 4,024 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.