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Rossby Financial’s Procter & Gamble PG Stock Holding History

Rossby Financial’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 		$1.15M Buy
7,999
+1,928
+32% +$292K 0.24% 88
2025
Q4 		$870K Buy
6,071
+747
+14% +$110K 0.27% 70
2025
Q3 		$816K Sell
5,324
-2,540
-32% -$397K 0.27% 74
2025
Q2 		$1.25M Buy
7,864
+581
+8% +$94.8K 0.46% 41
2025
Q1 		$1.17M Buy
7,283
+2,798
+62% +$469K 0.49% 36
2024
Q4 		$752K Buy
+4,485
New +$764K 0.47% 49

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rossby Financial's PG Position: Q1 2026 in Review

Rossby Financial increased its Procter & Gamble (PG) stake by 32% in Q1 2026, buying an estimated $292K and bringing the position to 7,999 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #88.

Rossby Financial first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q2 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Rossby Financial held 7,999 shares of Procter & Gamble worth $1.15M as of Q1 2026.
  • Rossby Financial bought 1,928 Procter & Gamble shares in Q1 2026, an estimated $292K.
  • Procter & Gamble made up 0.24% of Rossby Financial's portfolio in Q1 2026, its #88 holding.
  • Rossby Financial first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Procter & Gamble position peaked at $1.25M in Q2 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.