Searcy Financial Services’s Procter & Gamble PG Stock Holding History

Searcy Financial Services’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	$209K	Buy	1,423 +2	+0.1%	+$291	0.07%	25
2026 Q1	$205K	Buy	1,421 +5	+0.4%	+$758	0.08%	25
2025 Q4	$203K	Hold	1,416	–	–	0.08%	24
2025 Q3	$218K	Buy	1,416 +4	+0.3%	+$625	0.08%	24
2025 Q2	$225K	Buy	1,412 +3	+0.2%	+$490	0.09%	24
2025 Q1	$240K	Buy	1,409 +3	+0.2%	+$502	0.1%	24
2024 Q4	$236K	Buy	1,406 +2	+0.1%	+$341	0.11%	25
2024 Q3	$243K	Buy	1,404 +5	+0.4%	+$849	0.11%	24
2024 Q2	$231K	Buy	1,399 +1	+0.1%	+$163	0.12%	24
2024 Q1	$227K	Buy	+1,398	New	+$219K	0.12%	23

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Searcy Financial Services's PG Position: Q2 2026 in Review

Searcy Financial Services increased its Procter & Gamble (PG) stake by 0.14% in Q2 2026, buying an estimated $291 and bringing the position to 1,423 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #25.

Searcy Financial Services first reported a position in PG in Q1 2024 and has held it in 10 quarters since. The position peaked at $243K in Q3 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Searcy Financial Services held 1,423 shares of Procter & Gamble worth $209K as of Q2 2026.
Searcy Financial Services bought 2 Procter & Gamble shares in Q2 2026, an estimated $291.
Procter & Gamble made up 0.07% of Searcy Financial Services's portfolio in Q2 2026, its #25 holding.
Searcy Financial Services first reported a position in Procter & Gamble in Q1 2024 and has held it in 10 quarters since.
Searcy Financial Services's Procter & Gamble position peaked at $243K in Q3 2024.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.