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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
2019
Q2 		– Sell
-400
Closed -$42K – 362
2019
Q1 		$42K Buy
+400
New +$38.9K 0.01% 328

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. 3,991 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.
  • 3,991 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.