Private Advisory Group
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Private Advisory Group’s Procter & Gamble PG Stock Holding History

Private Advisory 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
Q3 		$417K Buy
2,873
+275
+11% +$40.3K 0.02% 247
2026
Q2 		$381K Sell
2,598
-684
-21% -$100K 0.02% 235
2026
Q1 		$474K Buy
3,282
+979
+43% +$148K 0.03% 205
2025
Q4 		$330K Sell
2,303
-59,559
-96% -$8.78M 0.03% 192
2025
Q3 		$9.5M Buy
61,862
+4,934
+9% +$771K 0.78% 44
2025
Q2 		$9.07M Buy
56,928
+441
+0.8% +$72K 0.82% 42
2025
Q1 		$9.6M Buy
56,487
+19,623
+53% +$3.29M 1.08% 24
2024
Q4 		$6.18M Buy
36,864
+4,199
+13% +$715K 0.69% 35
2024
Q3 		$5.66M Buy
32,665
+2,733
+9% +$464K 0.68% 36
2024
Q2 		$4.94M Buy
29,932
+3,133
+12% +$512K 0.64% 44
2024
Q1 		$4.35M Buy
26,799
+10,795
+67% +$1.69M 0.62% 51
2023
Q4 		$2.35M Buy
16,004
+419
+3% +$62.1K 0.41% 63
2023
Q3 		$2.27M Buy
15,585
+554
+4% +$84.6K 0.45% 59
2023
Q2 		$2.28M Sell
15,031
-389
-3% -$58.6K 0.45% 56
2023
Q1 		$2.29M Sell
15,420
-1,360
-8% -$194K 0.49% 53
2022
Q4 		$2.54M Sell
16,780
-1,996
-11% -$280K 0.56% 47
2022
Q3 		$2.37M Sell
18,776
-2,478
-12% -$352K 0.54% 51
2022
Q2 		$3.06M Buy
21,254
+1,790
+9% +$269K 0.69% 43
2022
Q1 		$2.97M Sell
19,464
-757
-4% -$118K 0.58% 52
2021
Q4 		$3.31M Buy
20,221
+1,238
+7% +$184K 0.62% 40
2021
Q3 		$2.65M Buy
18,983
+914
+5% +$130K 0.65% 39
2021
Q2 		$2.44M Buy
18,069
+6,389
+55% +$864K 0.61% 41
2021
Q1 		$1.58M Buy
11,680
+5,137
+79% +$670K 0.45% 46
2020
Q4 		$910K Buy
6,543
+3,379
+107% +$472K 0.3% 56
2020
Q3 		$440K Buy
3,164
+300
+10% +$39.8K 0.18% 83
2020
Q2 		$342K Buy
+2,864
New +$334K 0.14% 96

Other funds holding PG

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Advisory Group's PG Position: Q3 2026 in Review

Private Advisory Group increased its Procter & Gamble (PG) stake by 11% in Q3 2026, buying an estimated $40.3K and bringing the position to 2,873 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #247.

Private Advisory Group first reported a position in PG in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.6M in Q1 2025. 3,327 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Private Advisory Group held 2,873 shares of Procter & Gamble worth $417K as of Q3 2026.
  • Private Advisory Group bought 275 Procter & Gamble shares in Q3 2026, an estimated $40.3K.
  • Procter & Gamble made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #247 holding.
  • Private Advisory Group first reported a position in Procter & Gamble in Q2 2020 and has held it in 26 quarters since.
  • Private Advisory Group's Procter & Gamble position peaked at $9.6M in Q1 2025.
  • 3,327 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.