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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
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 $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

Resurgent Financial Advisors's PG Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Procter & Gamble (PG) stake by 2.9% in Q1 2026, buying an estimated $21.5K and bringing the position to 5,103 shares worth $737K. The position accounts for 0.27% of the portfolio, ranked #91.

Resurgent Financial Advisors first reported a position in PG in Q4 2021 and has held it in 18 quarters since. The position peaked at $933K in Q4 2022. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Resurgent Financial Advisors held 5,103 shares of Procter & Gamble worth $737K as of Q1 2026.
  • Resurgent Financial Advisors bought 142 Procter & Gamble shares in Q1 2026, an estimated $21.5K.
  • Procter & Gamble made up 0.27% of Resurgent Financial Advisors's portfolio in Q1 2026, its #91 holding.
  • Resurgent Financial Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Procter & Gamble position peaked at $933K in Q4 2022.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.