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Richardson Financial Services’s Procter & Gamble PG Stock Holding History

Richardson 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
Q1 		$379K Buy
2,623
+333
+15% +$50.5K 0.24% 109
2025
Q4 		$307K Buy
2,290
+244
+12% +$36K 0.1% 125
2025
Q3 		$314K Buy
2,046
+132
+7% +$20.6K 0.19% 119
2025
Q2 		$308K Sell
1,914
-57
-3% -$9.3K 0.21% 121
2025
Q1 		$336K Buy
1,971
+57
+3% +$9.55K 0.26% 108
2024
Q4 		$320K Buy
1,914
+37
+2% +$6.3K 0.22% 110
2024
Q3 		$312K Buy
1,877
+300
+19% +$50.9K 0.2% 116
2024
Q2 		$260K Sell
1,577
-473
-23% -$77.3K 0.19% 116
2024
Q1 		$337K Buy
2,050
+387
+23% +$60.7K 0.24% 104
2023
Q4 		$244K Buy
+1,663
New +$246K 0.21% 108

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

Richardson Financial Services's PG Position: Q1 2026 in Review

Richardson Financial Services increased its Procter & Gamble (PG) stake by 15% in Q1 2026, buying an estimated $50.5K and bringing the position to 2,623 shares worth $379K. The position accounts for 0.24% of the portfolio, ranked #109.

Richardson Financial Services first reported a position in PG in Q4 2023 and has held it in 10 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Richardson Financial Services held 2,623 shares of Procter & Gamble worth $379K as of Q1 2026.
  • Richardson Financial Services bought 333 Procter & Gamble shares in Q1 2026, an estimated $50.5K.
  • Procter & Gamble made up 0.24% of Richardson Financial Services's portfolio in Q1 2026, its #109 holding.
  • Richardson Financial Services first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.