Polaris Financial Partners’s Procter & Gamble PG Stock Holding History

Polaris Financial Partners’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 Q3	$607K	Buy	+4,142	New	+$607K	0.27%	43

Other funds holding PG

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Polaris Financial Partners's PG Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Procter & Gamble (PG) in Q3 2026: 4,142 shares worth $607K. The stake represents 0.27% of the portfolio and ranks #43 among its holdings.

22 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Polaris Financial Partners held 4,142 shares of Procter & Gamble worth $607K as of Q3 2026.
Procter & Gamble was a new Polaris Financial Partners position in Q3 2026.
Procter & Gamble made up 0.27% of Polaris Financial Partners's portfolio in Q3 2026, its #43 holding.
22 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.