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Riverpoint Wealth Management Holdings’s Procter & Gamble PG Stock Holding History

Riverpoint Wealth Management Holdings’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 		$296K Buy
2,017
+2
+0.1% +$291 0.05% 56
2026
Q1 		$291K Buy
2,015
+4
+0.2% +$606 0.06% 55
2025
Q4 		$288K Sell
2,011
-20
-1% -$2.95K 0.06% 53
2025
Q3 		$312K Sell
2,031
-27
-1% -$4.22K 0.07% 52
2025
Q2 		$328K Buy
2,058
+7
+0.3% +$1.14K 0.08% 48
2025
Q1 		$349K Buy
2,051
+69
+3% +$11.6K 0.09% 50
2024
Q4 		$332K Buy
1,982
+12
+0.6% +$2.04K 0.09% 46
2024
Q3 		$341K Buy
1,970
+12
+0.6% +$2.04K 0.09% 46
2024
Q2 		$323K Buy
1,958
+12
+0.6% +$1.96K 0.09% 44
2024
Q1 		$316K Buy
1,946
+9
+0.5% +$1.41K 0.09% 44
2023
Q4 		$284K Buy
1,937
+12
+0.6% +$1.78K 0.08% 43
2023
Q3 		$281K Buy
1,925
+12
+0.6% +$1.83K 0.09% 44
2023
Q2 		$290K Buy
1,913
+11
+0.6% +$1.66K 0.09% 43
2023
Q1 		$283K Buy
1,902
+299
+19% +$42.7K 0.1% 42
2022
Q4 		$243K Buy
1,603
+10
+0.6% +$1.4K 0.09% 42
2022
Q3 		$201K Buy
1,593
+10
+0.6% +$1.42K 0.09% 45
2022
Q2 		$228K Buy
1,583
+1
+0.1% +$150 0.09% 42
2022
Q1 		$242K Sell
1,582
-45
-3% -$7.04K 0.08% 46
2021
Q4 		$266K Buy
1,627
+9
+0.6% +$1.34K 0.09% 41
2021
Q3 		$226K Sell
1,618
-1,148
-42% -$163K 0.08% 60
2021
Q2 		$373K Buy
2,766
+10
+0.4% +$1.35K 0.1% 66
2021
Q1 		$373K Sell
2,756
-685
-20% -$89.4K 0.11% 63
2020
Q4 		$479K Buy
3,441
+13
+0.4% +$1.82K 0.15% 58
2020
Q3 		$476K Buy
3,428
+14
+0.4% +$1.86K 0.17% 51
2020
Q2 		$408K Buy
3,414
+16
+0.5% +$1.87K 0.16% 51
2020
Q1 		$374K Sell
3,398
-506
-13% -$60.7K 0.18% 48
2019
Q4 		$488K Buy
3,904
+1,030
+36% +$126K 0.19% 46
2019
Q3 		$358K Sell
2,874
-144
-5% -$17K 0.16% 49
2019
Q2 		$331K Buy
3,018
+18
+0.6% +$1.92K 0.15% 51
2019
Q1 		$312K Sell
3,000
-723
-19% -$70.4K 0.15% 49
2018
Q4 		$342K Sell
3,723
-433
-10% -$38.7K 0.19% 41
2018
Q3 		$344K Sell
4,156
-12
-0.3% -$981 0.18% 45
2018
Q2 		$325K Buy
4,168
+529
+15% +$39.8K 0.18% 42
2018
Q1 		$288K Buy
3,639
+9
+0.2% +$750 0.17% 39
2017
Q4 		$331K Sell
3,630
-290
-7% -$26.1K 0.21% 34
2017
Q3 		$359K Buy
3,920
+11
+0.3% +$1K 0.24% 31
2017
Q2 		$340K Buy
3,909
+610
+18% +$53.8K 0.24% 30
2017
Q1 		$294K Buy
3,299
+863
+35% +$76.5K 0.22% 33
2016
Q4 		$211K Buy
+2,436
New +$208K 0.17% 41

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
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
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Riverpoint Wealth Management Holdings's PG Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Procter & Gamble (PG) stake by 0.1% in Q2 2026, buying an estimated $291 and bringing the position to 2,017 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #56.

Riverpoint Wealth Management Holdings first reported a position in PG in Q4 2016 and has held it in 39 quarters since. The position peaked at $488K in Q4 2019. 1,967 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Riverpoint Wealth Management Holdings held 2,017 shares of Procter & Gamble worth $296K as of Q2 2026.
  • Riverpoint Wealth Management Holdings bought 2 Procter & Gamble shares in Q2 2026, an estimated $291.
  • Procter & Gamble made up 0.05% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #56 holding.
  • Riverpoint Wealth Management Holdings first reported a position in Procter & Gamble in Q4 2016 and has held it in 39 quarters since.
  • Riverpoint Wealth Management Holdings's Procter & Gamble position peaked at $488K in Q4 2019.
  • 1,967 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.