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SBI Okasan Asset Management’s Procter & Gamble PG Stock Holding History

SBI Okasan Asset Management’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 		$683K Sell
4,600
-1,500
-25% -$218K 0.02% 179
2026
Q1 		$883K Hold
6,100
– – 0.04% 123
2025
Q4 		$882K Buy
+6,100
New +$899K 0.05% 125

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SBI Okasan Asset Management's PG Position: Q2 2026 in Review

SBI Okasan Asset Management reduced its Procter & Gamble (PG) stake by 25% in Q2 2026, selling an estimated $218K and leaving 4,600 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #179.

SBI Okasan Asset Management first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $883K in Q1 2026. 4,015 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SBI Okasan Asset Management held 4,600 shares of Procter & Gamble worth $683K as of Q2 2026.
  • SBI Okasan Asset Management sold 1,500 Procter & Gamble shares in Q2 2026, an estimated $218K.
  • Procter & Gamble made up 0.02% of SBI Okasan Asset Management's portfolio in Q2 2026, its #179 holding.
  • SBI Okasan Asset Management first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • SBI Okasan Asset Management's Procter & Gamble position peaked at $883K in Q1 2026.
  • 4,015 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SBI Okasan Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.