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Safeguard Financial’s Procter & Gamble PG Stock Holding History

Safeguard 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
2025
Q1 		$793K Sell
4,651
-2,487
-35% -$417K 0.17% 45
2024
Q4 		$1.2M Sell
7,138
-130
-2% -$22.1K 0.26% 33
2024
Q3 		$1.26M Buy
7,268
+355
+5% +$60.3K 0.3% 32
2024
Q2 		$1.14M Buy
6,913
+365
+6% +$59.7K 0.32% 32
2024
Q1 		$1.06M Sell
6,548
-2,172
-25% -$341K 0.35% 27
2023
Q4 		$1.28M Sell
8,720
-238
-3% -$35.3K 0.48% 23
2023
Q3 		$1.31M Hold
8,958
– – 0.63% 22
2023
Q2 		$1.36M Sell
8,958
-1,000
-10% -$151K 0.65% 20
2023
Q1 		$1.48M Sell
9,958
-40
-0.4% -$5.72K 0.9% 17
2022
Q4 		$1.51M Buy
9,998
+6,624
+196% +$929K 1.08% 16
2022
Q3 		$426K Buy
3,374
+367
+12% +$52.1K 0.39% 37
2022
Q2 		$432K Buy
3,007
+245
+9% +$36.8K 0.52% 30
2022
Q1 		$422K Buy
+2,762
New +$432K 0.63% 29

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Safeguard Financial's PG Position: Q1 2025 in Review

Safeguard Financial reduced its Procter & Gamble (PG) stake by 35% in Q1 2025, selling an estimated $417K and leaving 4,651 shares worth $793K. The position accounts for 0.17% of the portfolio, ranked #45.

Safeguard Financial first reported a position in PG in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.51M in Q4 2022. 4,012 funds tracked by Wall St. Rank hold PG as of Q1 2025.

  • Safeguard Financial held 4,651 shares of Procter & Gamble worth $793K as of Q1 2025.
  • Safeguard Financial sold 2,487 Procter & Gamble shares in Q1 2025, an estimated $417K.
  • Procter & Gamble made up 0.17% of Safeguard Financial's portfolio in Q1 2025, its #45 holding.
  • Safeguard Financial first reported a position in Procter & Gamble in Q1 2022 and has held it in 13 quarters since.
  • Safeguard Financial's Procter & Gamble position peaked at $1.51M in Q4 2022.
  • 4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.