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Prota Financial’s Procter & Gamble PG Stock Holding History

Prota Financial’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 		$695K Buy
4,715
+80
+2% +$11.6K 0.46% 34
2026
Q1 		$669K Buy
4,635
+443
+11% +$67.2K 0.49% 24
2025
Q4 		$601K Buy
+4,192
New +$618K 0.43% 23

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Prota Financial's PG Position: Q2 2026 in Review

Prota Financial increased its Procter & Gamble (PG) stake by 1.7% in Q2 2026, buying an estimated $11.6K and bringing the position to 4,715 shares worth $695K. The position accounts for 0.46% of the portfolio, ranked #34.

Prota Financial first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 1,224 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Prota Financial held 4,715 shares of Procter & Gamble worth $695K as of Q2 2026.
  • Prota Financial bought 80 Procter & Gamble shares in Q2 2026, an estimated $11.6K.
  • Procter & Gamble made up 0.46% of Prota Financial's portfolio in Q2 2026, its #34 holding.
  • Prota Financial first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Prota Financial's 13F filing for Q2 2026, filed 7 Jul 2026.