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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
Q2 		$417K Buy
2,844
+221
+8% +$32.2K 0.24% 93
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 $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

Richardson Financial Services's PG Position: Q2 2026 in Review

Richardson Financial Services increased its Procter & Gamble (PG) stake by 8.4% in Q2 2026, buying an estimated $32.2K and bringing the position to 2,844 shares worth $417K. The position accounts for 0.24% of the portfolio, ranked #93.

Richardson Financial Services first reported a position in PG in Q4 2023 and has held it in 11 quarters since. 4,020 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Richardson Financial Services held 2,844 shares of Procter & Gamble worth $417K as of Q2 2026.
  • Richardson Financial Services bought 221 Procter & Gamble shares in Q2 2026, an estimated $32.2K.
  • Procter & Gamble made up 0.24% of Richardson Financial Services's portfolio in Q2 2026, its #93 holding.
  • Richardson Financial Services first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • 4,020 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.