PFS
PG icon

Prospera Financial Services’s Procter & Gamble PG Stock Holding History

Prospera Financial 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
2026
Q2 		$35.9M Sell
244,751
-4,171
-2% -$607K 0.52% 31
2026
Q1 		$36M Sell
248,922
-4,787
-2% -$726K 0.58% 27
2025
Q4 		$36.4M Buy
253,709
+3,310
+1% +$488K 0.6% 27
2025
Q3 		$38.5M Buy
250,399
+5,809
+2% +$907K 0.66% 25
2025
Q2 		$39M Buy
244,590
+2,464
+1% +$402K 0.73% 21
2025
Q1 		$41.3M Buy
242,126
+12,136
+5% +$2.03M 0.95% 12
2024
Q4 		$38.6M Buy
229,990
+2,878
+1% +$490K 0.9% 15
2024
Q3 		$39.4M Buy
227,112
+6,895
+3% +$1.17M 1.01% 10
2024
Q2 		$36.3M Buy
220,217
+6,772
+3% +$1.11M 1.01% 12
2024
Q1 		$34.6M Buy
213,445
+2,040
+1% +$320K 1.03% 13
2023
Q4 		$31M Buy
211,405
+40,770
+24% +$6.04M 1.03% 13
2023
Q3 		$24.9M Buy
170,635
+11,903
+7% +$1.82M 0.96% 14
2023
Q2 		$24.1M Buy
158,732
+5,719
+4% +$862K 0.92% 14
2023
Q1 		$22.8M Buy
153,013
+26,523
+21% +$3.79M 0.94% 12
2022
Q4 		$19.2M Sell
126,490
-10,906
-8% -$1.53M 0.96% 11
2022
Q3 		$17.4M Buy
137,396
+2,296
+2% +$326K 0.91% 15
2022
Q2 		$19.4M Buy
135,100
+4,487
+3% +$674K 0.99% 11
2022
Q1 		$20M Buy
130,613
+3,734
+3% +$584K 0.84% 14
2021
Q4 		$20.8M Buy
126,879
+16,583
+15% +$2.46M 0.9% 12
2021
Q3 		$15.4M Buy
110,296
+3,794
+4% +$538K 0.77% 15
2021
Q2 		$14.4M Buy
106,502
+7,171
+7% +$970K 0.72% 15
2021
Q1 		$13.5M Buy
99,331
+22,575
+29% +$2.95M 0.8% 14
2020
Q4 		$10.7M Buy
76,756
+75,299
+5,168% +$10.5M 0.74% 15
2020
Q3 		$203K Sell
1,457
-70,212
-98% -$9.32M 0.08% 229
2020
Q2 		$8.57M Buy
71,669
+1,821
+3% +$212K 0.76% 13
2020
Q1 		$7.68M Sell
69,848
-8,538
-11% -$1.02M 0.82% 14
2019
Q4 		$9.79M Buy
78,386
+33,089
+73% +$4.05M 0.75% 14
2019
Q3 		$5.63M Buy
45,297
+6,054
+15% +$715K 0.58% 20
2019
Q2 		$4.34M Buy
+39,243
New +$4.18M 0.49% 23
2019
Q1 		– Sell
-30,931
Closed -$2.85M – 413
2018
Q4 		$2.85M Sell
30,931
-2,086
-6% -$186K 0.57% 27
2018
Q3 		$2.59M Sell
33,017
-2,041
-6% -$167K 0.48% 36
2018
Q2 		$2.74M Buy
35,058
+4,025
+13% +$303K 0.37% 47
2018
Q1 		$2.46M Buy
31,033
+13,490
+77% +$1.12M 0.34% 55
2017
Q4 		$1.61M Buy
17,543
+3,435
+24% +$309K 0.25% 90
2017
Q3 		$1.29M Buy
14,108
+783
+6% +$71.3K 0.2% 108
2017
Q2 		$1.16M Sell
13,325
-2,804
-17% -$247K 0.19% 113
2017
Q1 		$1.45M Buy
16,129
+899
+6% +$79.7K 0.26% 78
2016
Q4 		$1.28M Sell
15,230
-177
-1% -$15.1K 0.25% 75
2016
Q3 		$1.38M Buy
15,407
+20
+0.1% +$1.74K 0.28% 66
2016
Q2 		$1.3M Buy
15,387
+29
+0.2% +$2.38K 0.27% 74
2016
Q1 		$1.26M Buy
15,358
+1,922
+14% +$155K 0.28% 61
2015
Q4 		$1.07M Buy
13,436
+24
+0.2% +$1.83K 0.23% 67
2015
Q3 		$925K Sell
13,412
-2,482
-16% -$186K 0.23% 64
2015
Q2 		$1.2M Buy
15,894
+1,612
+11% +$130K 0.29% 65
2015
Q1 		$1.13M Buy
14,282
+6,053
+74% +$520K 0.25% 59
2014
Q4 		$750K Buy
8,229
+1,475
+22% +$130K 0.19% 89
2014
Q3 		$520K Buy
6,754
+1,003
+17% +$82.2K 0.14% 124
2014
Q2 		$452K Buy
5,751
+125
+2% +$10.1K 0.12% 134
2014
Q1 		$409K Buy
5,626
+569
+11% +$44.8K 0.13% 120
2013
Q4 		$412K Sell
5,057
-2,390
-32% -$195K 0.14% 121
2013
Q3 		$567K Sell
7,447
-1,091
-13% -$86.8K 0.22% 93
2013
Q2 		$666K Buy
+8,538
New +$670K 0.31% 82

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Prospera Financial Services's PG Position: Q2 2026 in Review

Prospera Financial Services reduced its Procter & Gamble (PG) stake by 1.7% in Q2 2026, selling an estimated $607K and leaving 244,751 shares worth $35.9M. The position accounts for 0.52% of the portfolio, ranked #31.

Prospera Financial Services first reported a position in PG in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.3M in Q1 2025. 703 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Prospera Financial Services held 244,751 shares of Procter & Gamble worth $35.9M as of Q2 2026.
  • Prospera Financial Services sold 4,171 Procter & Gamble shares in Q2 2026, an estimated $607K.
  • Procter & Gamble made up 0.52% of Prospera Financial Services's portfolio in Q2 2026, its #31 holding.
  • Prospera Financial Services first reported a position in Procter & Gamble in Q2 2013 and has held it in 52 quarters since.
  • Prospera Financial Services's Procter & Gamble position peaked at $41.3M in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.