Roble Belko & Company’s Procter & Gamble PG Stock Holding History

Roble Belko & Company’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	$323K	Sell	2,238 -157	-7%	-$23.8K	0.04%	101
2025 Q4	$343K	Buy	2,395 +100	+4%	+$14.7K	0.04%	96
2025 Q3	$353K	Buy	2,295 +45	+2%	+$7.03K	0.05%	86
2025 Q2	$358K	Hold	2,250	–	–	0.05%	87
2025 Q1	$383K	Hold	2,250	–	–	0.06%	84
2024 Q4	$377K	Buy	2,250 +610	+37%	+$104K	0.06%	86
2024 Q3	$284K	Hold	1,640	–	–	0.04%	91
2024 Q2	$270K	Hold	1,640	–	–	0.05%	91
2024 Q1	$266K	Sell	1,640 -3	-0.2%	-$471	0.05%	90
2023 Q4	$241K	Hold	1,643	–	–	0.05%	80
2023 Q3	$240K	Hold	1,643	–	–	0.05%	79
2023 Q2	$249K	Hold	1,643	–	–	0.05%	77
2023 Q1	$244K	Hold	1,643	–	–	0.05%	82
2022 Q4	$249K	Hold	1,643	–	–	0.05%	84
2022 Q3	$207K	Hold	1,643	–	–	0.05%	91
2022 Q2	$236K	Buy	1,643 +3	+0.2%	+$451	0.05%	86
2022 Q1	$251K	Hold	1,640	–	–	0.05%	88
2021 Q4	$268K	Hold	1,640	–	–	0.05%	84
2021 Q3	$229K	Hold	1,640	–	–	0.05%	88
2021 Q2	$221K	Hold	1,640	–	–	0.05%	94
2021 Q1	$222K	Buy	1,640 +217	+15%	+$28.3K	0.05%	90
2020 Q4	$198K	Hold	1,423	–	–	0.05%	85
2020 Q3	$198K	Sell	1,423 -403	-22%	-$53.5K	0.06%	83
2020 Q2	$218K	Buy	1,826 +403	+28%	+$47K	0.07%	83
2020 Q1	$157K	Sell	1,423 -414	-23%	-$49.7K	0.05%	93
2019 Q4	$229K	Hold	1,837	–	–	0.06%	93
2019 Q3	$228K	Buy	+1,837	New	+$217K	0.07%	81
2019 Q1	–	Sell	-156	Closed	-$14K	–	324
2018 Q4	$14K	Sell	156 -561	-78%	-$50.2K	0.01%	174
2018 Q3	$60K	Hold	717	–	–	0.02%	101
2018 Q2	$56K	Buy	717 +52	+8%	+$3.91K	0.02%	107
2018 Q1	$53K	Buy	665 +503	+310%	+$41.9K	0.02%	121
2017 Q4	$15K	Hold	162	–	–	0.01%	196
2017 Q3	$15K	Sell	162 -207	-56%	-$18.8K	0.01%	158
2017 Q2	$32K	Sell	369 -45	-11%	-$3.97K	0.02%	109
2017 Q1	$37K	Sell	414 -250	-38%	-$22.2K	0.02%	100
2016 Q4	$56K	Buy	664 +403	+154%	+$34.3K	0.03%	93
2016 Q3	$23K	Buy	261 +81	+45%	+$7.04K	0.01%	162
2016 Q2	$15K	Sell	180 -193	-52%	-$15.8K	0.01%	172
2016 Q1	$31K	Buy	373 +176	+89%	+$14.2K	0.02%	113
2015 Q4	$16K	Buy	197 +97	+97%	+$7.41K	0.01%	130
2015 Q3	$7K	Hold	100	–	–	﹤0.01%	147
2015 Q2	$8K	Hold	100	–	–	﹤0.01%	162
2015 Q1	$8K	Buy	+100	New	+$8.6K	﹤0.01%	163

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Roble Belko & Company's PG Position: Q1 2026 in Review

Roble Belko & Company reduced its Procter & Gamble (PG) stake by 6.6% in Q1 2026, selling an estimated $23.8K and leaving 2,238 shares worth $323K. The position accounts for 0.04% of the portfolio, ranked #101.

Roble Belko & Company first reported a position in PG in Q1 2015 and has held it in 43 quarters since. The position peaked at $383K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Roble Belko & Company held 2,238 shares of Procter & Gamble worth $323K as of Q1 2026.
Roble Belko & Company sold 157 Procter & Gamble shares in Q1 2026, an estimated $23.8K.
Procter & Gamble made up 0.04% of Roble Belko & Company's portfolio in Q1 2026, its #101 holding.
Roble Belko & Company first reported a position in Procter & Gamble in Q1 2015 and has held it in 43 quarters since.
Roble Belko & Company's Procter & Gamble position peaked at $383K in Q1 2025.
3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.