Root Financial Partners’s Procter & Gamble PG Stock Holding History

Root Financial Partners’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 Q3	$1.08M	Buy	7,421 +1,946	+36%	+$285K	0.04%	123
2026 Q2	$803K	Sell	5,475 -906	-14%	-$132K	0.03%	139
2026 Q1	$922K	Buy	6,381 +1,224	+24%	+$186K	0.04%	110
2025 Q4	$739K	Buy	5,157 +266	+5%	+$39.2K	0.04%	123
2025 Q3	$751K	Buy	4,891 +881	+22%	+$138K	0.05%	104
2025 Q2	$639K	Buy	4,010 +1,302	+48%	+$213K	0.06%	101
2025 Q1	$462K	Buy	2,708 +116	+4%	+$19.4K	0.05%	120
2024 Q4	$435K	Sell	2,592 -748	-22%	-$127K	0.05%	125
2024 Q3	$578K	Buy	+3,340	New	+$567K	0.09%	83
2024 Q2	–	Sell	-1,260	Closed	-$204K	–	116
2024 Q1	$204K	Buy	+1,260	New	+$198K	0.06%	93

Other funds holding PG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Root Financial Partners's PG Position: Q3 2026 in Review

Root Financial Partners increased its Procter & Gamble (PG) stake by 36% in Q3 2026, buying an estimated $285K and bringing the position to 7,421 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #123.

Root Financial Partners first reported a position in PG in Q1 2024 and has held it in 10 quarters since. 2,487 funds tracked by Wall St. Rank hold PG as of Q3 2026.

Root Financial Partners held 7,421 shares of Procter & Gamble worth $1.08M as of Q3 2026.
Root Financial Partners bought 1,946 Procter & Gamble shares in Q3 2026, an estimated $285K.
Procter & Gamble made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #123 holding.
Root Financial Partners first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
2,487 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.