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Rayburn West Financial Services’s Procter & Gamble PG Stock Holding History

Rayburn West 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 		$1.76M Sell
11,989
-342
-3% -$49.8K 0.97% 31
2026
Q1 		$1.78M Sell
12,331
-32
-0.3% -$4.85K 1.05% 30
2025
Q4 		$1.77M Buy
+12,363
New +$1.82M 1.1% 32

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rayburn West Financial Services's PG Position: Q2 2026 in Review

Rayburn West Financial Services reduced its Procter & Gamble (PG) stake by 2.8% in Q2 2026, selling an estimated $49.8K and leaving 11,989 shares worth $1.76M. The position accounts for 0.97% of the portfolio, ranked #31.

Rayburn West Financial Services first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q1 2026. 4,013 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Rayburn West Financial Services held 11,989 shares of Procter & Gamble worth $1.76M as of Q2 2026.
  • Rayburn West Financial Services sold 342 Procter & Gamble shares in Q2 2026, an estimated $49.8K.
  • Procter & Gamble made up 0.97% of Rayburn West Financial Services's portfolio in Q2 2026, its #31 holding.
  • Rayburn West Financial Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Rayburn West Financial Services's Procter & Gamble position peaked at $1.78M in Q1 2026.
  • 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Rayburn West Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.