Prota Financial
PG icon

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
Q3 		$676K Sell
4,696
-19
-0.4% -$2.78K 0.43% 36
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

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Prota Financial's PG Position: Q3 2026 in Review

Prota Financial reduced its Procter & Gamble (PG) stake by 0.4% in Q3 2026, selling an estimated $2.78K and leaving 4,696 shares worth $676K. The position accounts for 0.43% of the portfolio, ranked #36.

Prota Financial first reported a position in PG in Q4 2025 and has held it in 4 quarters since. The position peaked at $695K in Q2 2026. 2,830 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Prota Financial held 4,696 shares of Procter & Gamble worth $676K as of Q3 2026.
  • Prota Financial sold 19 Procter & Gamble shares in Q3 2026, an estimated $2.78K.
  • Procter & Gamble made up 0.43% of Prota Financial's portfolio in Q3 2026, its #36 holding.
  • Prota Financial first reported a position in Procter & Gamble in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Procter & Gamble position peaked at $695K in Q2 2026.
  • 2,830 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.