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Richmond Investment Services’s Procter & Gamble PG Stock Holding History

Richmond Investment 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 		– Sell
-2,402
Closed -$347K – 220
2026
Q1 		$347K Buy
2,402
+479
+25% +$72.6K 0.06% 186
2025
Q4 		$276K Sell
1,923
-325
-14% -$47.9K 0.05% 191
2025
Q3 		$345K Sell
2,248
-484
-18% -$75.6K 0.06% 168
2025
Q2 		$435K Buy
+2,732
New +$446K 0.09% 137

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Richmond Investment Services's PG Position: Q2 2026 in Review

Richmond Investment Services sold out of Procter & Gamble (PG) in Q2 2026, closing a stake of 2,402 shares — an estimated $347K sold.

Richmond Investment Services first reported a position in PG in Q2 2025 and held it in 4 quarters. The position peaked at $435K in Q2 2025. 1,488 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Richmond Investment Services reported no remaining Procter & Gamble position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 2,402 Procter & Gamble shares in Q2 2026, an estimated $347K.
  • Richmond Investment Services first reported a position in Procter & Gamble in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's Procter & Gamble position peaked at $435K in Q2 2025.
  • 1,488 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.