PCS
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Private Client Services’s Procter & Gamble PG Stock Holding History

Private Client Services’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
2025
Q4 		– Sell
-1,644
Closed -$253K – 202
2025
Q3 		$253K Sell
1,644
-294
-15% -$45.9K 0.08% 166
2025
Q2 		$309K Buy
+1,938
New +$316K 0.12% 149

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Client Services's PG Position: Q4 2025 in Review

Private Client Services sold out of Procter & Gamble (PG) in Q4 2025, closing a stake of 1,644 shares — an estimated $253K sold.

Private Client Services first reported a position in PG in Q2 2025 and held it in 2 quarters. The position peaked at $309K in Q2 2025. 4,035 funds tracked by Wall St. Rank hold PG as of Q4 2025.

  • Private Client Services reported no remaining Procter & Gamble position as of Q4 2025 after selling out during the quarter.
  • Private Client Services sold 1,644 Procter & Gamble shares in Q4 2025, an estimated $253K.
  • Private Client Services first reported a position in Procter & Gamble in Q2 2025 and held it in 2 quarters.
  • Private Client Services's Procter & Gamble position peaked at $309K in Q2 2025.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2025.

Based on Private Client Services's 13F filing for Q4 2025, filed 7 Jan 2026.