PAG
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Poinciana Advisors Group’s Procter & Gamble PG Stock Holding History

Poinciana Advisors 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
Q2 		– Sell
-1,647
Closed -$238K – 137
2026
Q1 		$238K Buy
+1,647
New +$250K 0.19% 106

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Poinciana Advisors Group's PG Position: Q2 2026 in Review

Poinciana Advisors Group sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,647 shares — an estimated $238K sold.

Poinciana Advisors Group first reported a position in PG in Q1 2026 and held it in 1 quarter. The position peaked at $238K in Q1 2026. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Poinciana Advisors Group reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Poinciana Advisors Group sold 1,647 Procter & Gamble shares in Q2 2026, an estimated $238K.
  • Poinciana Advisors Group first reported a position in Procter & Gamble in Q1 2026 and held it in 1 quarter.
  • Poinciana Advisors Group's Procter & Gamble position peaked at $238K in Q1 2026.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.