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Regal Investment Advisors’s Procter & Gamble PG Stock Holding History

Regal Investment Advisors’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
Q1 		$10.7M Buy
73,903
+68
+0.1% +$10.3K 0.62% 31
2025
Q4 		$10.6M Buy
73,835
+342
+0.5% +$50.4K 0.63% 30
2025
Q3 		$11.3M Sell
73,493
-753
-1% -$118K 0.74% 29
2025
Q2 		$11.8M Buy
74,246
+1,520
+2% +$248K 0.89% 20
2025
Q1 		$12.4M Sell
72,726
-24,547
-25% -$4.11M 1% 18
2024
Q4 		$16.3M Buy
97,273
+558
+0.6% +$95K 1.23% 13
2024
Q3 		$16.8M Buy
96,715
+2,642
+3% +$449K 1.17% 13
2024
Q2 		$15.5M Buy
94,073
+4,238
+5% +$693K 1.01% 16
2024
Q1 		$14.6M Sell
89,835
-6,419
-7% -$1.01M 1% 16
2023
Q4 		$14.1M Sell
96,254
-708
-0.7% -$105K 1.07% 13
2023
Q3 		$14.1M Buy
96,962
+3,266
+3% +$499K 1.19% 12
2023
Q2 		$14.2M Buy
93,696
+528
+0.6% +$79.6K 1.19% 14
2023
Q1 		$13.9M Buy
93,168
+9,973
+12% +$1.43M 1.22% 12
2022
Q4 		$12.6M Buy
83,195
+3,730
+5% +$523K 1.22% 15
2022
Q3 		$10M Buy
79,465
+4,934
+7% +$701K 1.06% 20
2022
Q2 		$10.7M Buy
74,531
+3,857
+5% +$580K 1.12% 16
2022
Q1 		$10.8M Buy
70,674
+1,353
+2% +$212K 0.99% 23
2021
Q4 		$11.3M Buy
69,321
+773
+1% +$115K 1% 22
2021
Q3 		$9.58M Buy
68,548
+3,163
+5% +$448K 0.93% 23
2021
Q2 		$8.82M Buy
+65,385
New +$8.85M 0.89% 23
2021
Q1 		– Sell
-73,403
Closed -$10.2M – 312
2020
Q4 		$10.2M Buy
+73,403
New +$10.3M 1.15% 15
2020
Q3 		– Sell
-78,337
Closed -$9.37M – 198
2020
Q2 		$9.37M Buy
+78,337
New +$9.14M 1.72% 8
2020
Q1 		– Sell
-76,245
Closed -$9.52M – 228
2019
Q4 		$9.52M Sell
76,245
-3,748
-5% -$459K 1.71% 6
2019
Q3 		$9.95M Sell
79,993
-6,399
-7% -$756K 1.94% 4
2019
Q2 		$9.47M Buy
86,392
+434
+0.5% +$46.3K 1.85% 5
2019
Q1 		$8.94M Buy
85,958
+5,661
+7% +$551K 1.82% 4
2018
Q4 		$7.38M Buy
80,297
+6,177
+8% +$552K 1.62% 6
2018
Q3 		$6.17M Buy
74,120
+29,656
+67% +$2.43M 1.3% 17
2018
Q2 		$3.47M Sell
44,464
-17,247
-28% -$1.3M 1.05% 20
2018
Q1 		$4.89M Buy
61,711
+1,479
+2% +$123K 1.08% 24
2017
Q4 		$5.53M Buy
60,232
+7,578
+14% +$682K 1.23% 19
2017
Q3 		$4.79M Buy
52,654
+7,562
+17% +$688K 1.12% 20
2017
Q2 		$3.93M Buy
45,092
+1,331
+3% +$117K 0.97% 26
2017
Q1 		$3.93M Buy
43,761
+5,685
+15% +$504K 1.03% 23
2016
Q4 		$3.2M Buy
38,076
+1,634
+4% +$139K 0.88% 32
2016
Q3 		$3.27M Buy
36,442
+3,300
+10% +$287K 0.93% 28
2016
Q2 		$2.81M Buy
33,142
+1,101
+3% +$90.4K 0.77% 48
2016
Q1 		$2.64M Sell
32,041
-1,931
-6% -$156K 0.71% 57
2015
Q4 		$2.7M Buy
33,972
+8,892
+35% +$680K 0.7% 56
2015
Q3 		$1.8M Buy
25,080
+7,930
+46% +$595K 0.47% 77
2015
Q2 		$1.34M Buy
17,150
+2,777
+19% +$223K 0.36% 88
2015
Q1 		$1.18M Buy
14,373
+3,946
+38% +$339K 0.29% 100
2014
Q4 		$950K Sell
10,427
-2,524
-19% -$222K 0.25% 107
2014
Q3 		$1.08M Buy
12,951
+1,506
+13% +$123K 0.33% 85
2014
Q2 		$899K Buy
11,445
+2,120
+23% +$171K 0.32% 88
2014
Q1 		$752K Buy
9,325
+1,452
+18% +$114K 0.32% 90
2013
Q4 		$641K Sell
7,873
-100
-1% -$8.15K 0.37% 85
2013
Q3 		$603K Sell
7,973
-10
-0.1% -$796 0.35% 101
2013
Q2 		$615K Buy
+7,983
New +$627K 0.34% 99

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regal Investment Advisors's PG Position: Q1 2026 in Review

Regal Investment Advisors increased its Procter & Gamble (PG) stake by 0.09% in Q1 2026, buying an estimated $10.3K and bringing the position to 73,903 shares worth $10.7M. The position accounts for 0.62% of the portfolio, ranked #31.

Regal Investment Advisors first reported a position in PG in Q2 2013 and has held it in 49 quarters since. The position peaked at $16.8M in Q3 2024. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Regal Investment Advisors held 73,903 shares of Procter & Gamble worth $10.7M as of Q1 2026.
  • Regal Investment Advisors bought 68 Procter & Gamble shares in Q1 2026, an estimated $10.3K.
  • Procter & Gamble made up 0.62% of Regal Investment Advisors's portfolio in Q1 2026, its #31 holding.
  • Regal Investment Advisors first reported a position in Procter & Gamble in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Procter & Gamble position peaked at $16.8M in Q3 2024.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.