PIM
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Pullen Investment Management’s Procter & Gamble PG Stock Holding History

Pullen Investment Management’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
Q2 		– Sell
-1,784
Closed -$304K – 106
2025
Q1 		$304K Sell
1,784
-450
-20% -$75.4K 0.19% 98
2024
Q4 		$375K Hold
2,234
– – 0.24% 94
2024
Q3 		$387K Sell
2,234
-7
-0.3% -$1.19K 0.28% 88
2024
Q2 		$370K Buy
2,241
+7
+0.3% +$1.14K 0.31% 86
2024
Q1 		$362K Buy
+2,234
New +$350K 0.31% 83

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Pullen Investment Management's PG Position: Q2 2025 in Review

Pullen Investment Management sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,784 shares — an estimated $304K sold.

Pullen Investment Management first reported a position in PG in Q1 2024 and held it in 5 quarters. The position peaked at $387K in Q3 2024. 3,954 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Pullen Investment Management reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Pullen Investment Management sold 1,784 Procter & Gamble shares in Q2 2025, an estimated $304K.
  • Pullen Investment Management first reported a position in Procter & Gamble in Q1 2024 and held it in 5 quarters.
  • Pullen Investment Management's Procter & Gamble position peaked at $387K in Q3 2024.
  • 3,954 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Pullen Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.