Riverbend Wealth Management’s Procter & Gamble PG Stock Holding History

Riverbend Wealth Management’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	$617K	Sell	4,206 -1,681	-29%	-$245K	0.31%	88
2026 Q1	$850K	Buy	5,887 +501	+9%	+$76K	0.49%	57
2025 Q4	$772K	Buy	5,386 +685	+15%	+$101K	0.48%	61
2025 Q3	$722K	Buy	4,701 +63	+1%	+$9.84K	0.5%	53
2025 Q2	$739K	Sell	4,638 -27	-0.6%	-$4.41K	0.56%	47
2025 Q1	$795K	Buy	4,665 +132	+3%	+$22.1K	0.71%	44
2024 Q4	$764K	Buy	+4,533	New	+$772K	0.68%	42

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Riverbend Wealth Management's PG Position: Q2 2026 in Review

Riverbend Wealth Management reduced its Procter & Gamble (PG) stake by 29% in Q2 2026, selling an estimated $245K and leaving 4,206 shares worth $617K. The position accounts for 0.31% of the portfolio, ranked #88.

Riverbend Wealth Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $850K in Q1 2026. 2,018 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Riverbend Wealth Management held 4,206 shares of Procter & Gamble worth $617K as of Q2 2026.
Riverbend Wealth Management sold 1,681 Procter & Gamble shares in Q2 2026, an estimated $245K.
Procter & Gamble made up 0.31% of Riverbend Wealth Management's portfolio in Q2 2026, its #88 holding.
Riverbend Wealth Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's Procter & Gamble position peaked at $850K in Q1 2026.
2,018 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.