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Resurgent Financial Advisors’s Procter & Gamble PG Stock Holding History

Resurgent Financial 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
Q2 		$836K Buy
5,704
+601
+12% +$87.5K 0.23% 99
2026
Q1 		$737K Buy
5,103
+142
+3% +$21.5K 0.27% 91
2025
Q4 		$711K Buy
4,961
+200
+4% +$29.5K 0.36% 81
2025
Q3 		$732K Sell
4,761
-59
-1% -$9.21K 0.36% 75
2025
Q2 		$768K Sell
4,820
-69
-1% -$11.3K 0.42% 64
2025
Q1 		$833K Buy
4,889
+9
+0.2% +$1.51K 0.5% 55
2024
Q4 		$818K Buy
4,880
+219
+5% +$37.3K 0.48% 58
2024
Q3 		$807K Sell
4,661
-217
-4% -$36.8K 0.47% 60
2024
Q2 		$804K Sell
4,878
-236
-5% -$38.6K 0.5% 55
2024
Q1 		$830K Buy
5,114
+160
+3% +$25.1K 0.44% 66
2023
Q4 		$726K Sell
4,954
-310
-6% -$45.9K 0.45% 55
2023
Q3 		$768K Sell
5,264
-254
-5% -$38.8K 0.52% 46
2023
Q2 		$837K Sell
5,518
-53
-1% -$7.99K 0.55% 43
2023
Q1 		$828K Sell
5,571
-588
-10% -$84.1K 0.55% 46
2022
Q4 		$933K Sell
6,159
-2
-0% -$280 0.49% 48
2022
Q3 		$777K Buy
6,161
+681
+12% +$96.7K 0.52% 48
2022
Q2 		$788K Sell
5,480
-66
-1% -$9.92K 0.51% 53
2022
Q1 		$848K Buy
5,546
+789
+17% +$123K 0.53% 50
2021
Q4 		$778K Buy
+4,757
New +$706K 0.62% 45

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Resurgent Financial Advisors's PG Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Procter & Gamble (PG) stake by 12% in Q2 2026, buying an estimated $87.5K and bringing the position to 5,704 shares worth $836K. The position accounts for 0.23% of the portfolio, ranked #99.

Resurgent Financial Advisors first reported a position in PG in Q4 2021 and has held it in 19 quarters since. The position peaked at $933K in Q4 2022. 4,023 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Resurgent Financial Advisors held 5,704 shares of Procter & Gamble worth $836K as of Q2 2026.
  • Resurgent Financial Advisors bought 601 Procter & Gamble shares in Q2 2026, an estimated $87.5K.
  • Procter & Gamble made up 0.23% of Resurgent Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Resurgent Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 19 quarters since.
  • Resurgent Financial Advisors's Procter & Gamble position peaked at $933K in Q4 2022.
  • 4,023 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.