SFS
PG icon

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

Security 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 		$598K Sell
4,079
-793
-16% -$115K 0.08% 122
2026
Q1 		$704K Sell
4,872
-1,780
-27% -$270K 0.11% 106
2025
Q4 		$953K Buy
6,652
+1
+0% +$147 0.15% 90
2025
Q3 		$1.02M Buy
6,651
+369
+6% +$57.6K 0.17% 76
2025
Q2 		$1M Buy
6,282
+699
+13% +$114K 0.18% 74
2025
Q1 		$951K Buy
5,583
+350
+7% +$58.6K 0.19% 74
2024
Q4 		$877K Buy
5,233
+243
+5% +$41.4K 0.18% 76
2024
Q3 		$864K Buy
4,990
+259
+5% +$44K 0.18% 71
2024
Q2 		$780K Buy
4,731
+118
+3% +$19.3K 0.17% 76
2024
Q1 		$749K Buy
4,613
+448
+11% +$70.3K 0.17% 79
2023
Q4 		$610K Sell
4,165
-312
-7% -$46.2K 0.15% 85
2023
Q3 		$653K Buy
4,477
+80
+2% +$12.2K 0.18% 84
2023
Q2 		$667K Buy
4,397
+354
+9% +$53.4K 0.19% 79
2023
Q1 		$601K Buy
4,043
+106
+3% +$15.2K 0.18% 86
2022
Q4 		$597K Buy
3,937
+237
+6% +$33.2K 0.19% 86
2022
Q3 		$467K Buy
3,700
+139
+4% +$19.7K 0.16% 92
2022
Q2 		$512K Buy
3,561
+14
+0.4% +$2.1K 0.16% 86
2022
Q1 		$542K Buy
3,547
+273
+8% +$42.7K 0.17% 81
2021
Q4 		$536K Buy
+3,274
New +$486K 0.18% 86

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return