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Putney Financial Group’s Procter & Gamble PG Stock Holding History

Putney Financial Group’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 		– Sell
-1,671
Closed -$241K – 89
2026
Q1 		$241K Sell
1,671
-610
-27% -$92.5K 0.24% 74
2025
Q4 		$327K Buy
2,281
+733
+47% +$108K 0.31% 60
2025
Q3 		$238K Sell
1,548
-641
-29% -$100K 0.24% 66
2025
Q2 		$349K Sell
2,189
-690
-24% -$113K 0.35% 46
2025
Q1 		$491K Sell
2,879
-40
-1% -$6.7K 0.52% 28
2024
Q4 		$489K Buy
+2,919
New +$497K 0.44% 32

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

Putney Financial Group's PG Position: Q2 2026 in Review

Putney Financial Group sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 1,671 shares — an estimated $241K sold.

Putney Financial Group first reported a position in PG in Q4 2024 and held it in 6 quarters. The position peaked at $491K in Q1 2025. 1,248 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Putney Financial Group reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Putney Financial Group sold 1,671 Procter & Gamble shares in Q2 2026, an estimated $241K.
  • Putney Financial Group first reported a position in Procter & Gamble in Q4 2024 and held it in 6 quarters.
  • Putney Financial Group's Procter & Gamble position peaked at $491K in Q1 2025.
  • 1,248 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.