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Security National Bank of Sioux City Iowa’s Procter & Gamble PG Stock Holding History

Security National Bank of Sioux City Iowa’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
Q2 		– Sell
-1,217
Closed -$207K – 89
2025
Q1 		$207K Sell
1,217
-193
-14% -$32.3K 0.15% 84
2024
Q4 		$236K Sell
1,410
-100
-7% -$17K 0.17% 88
2024
Q3 		$262K Sell
1,510
-40
-3% -$6.79K 0.16% 93
2024
Q2 		$256K Sell
1,550
-30
-2% -$4.91K 0.18% 84
2024
Q1 		$256K Sell
1,580
-97
-6% -$15.2K 0.18% 84
2023
Q4 		$246K Hold
1,677
– – 0.19% 86
2023
Q3 		$245K Sell
1,677
-305
-15% -$46.6K 0.19% 81
2023
Q2 		$301K Buy
+1,982
New +$299K 0.23% 76
2022
Q4 		$299K Hold
1,975
– – 0.23% 81
2022
Q3 		$249K Hold
1,975
– – 0.22% 81
2022
Q2 		$284K Hold
1,975
– – 0.24% 77
2022
Q1 		$302K Hold
1,975
– – 0.22% 76
2021
Q4 		$323K Hold
1,975
– – 0.22% 76
2021
Q3 		$276K Sell
1,975
-325
-14% -$46.1K 0.21% 76
2021
Q2 		$310K Buy
2,300
+325
+16% +$44K 0.24% 77
2021
Q1 		$267K Sell
1,975
-58
-3% -$7.57K 0.22% 82
2020
Q4 		$283K Sell
2,033
-50
-2% -$6.99K 0.24% 76
2020
Q3 		$290K Sell
2,083
-285
-12% -$37.8K 0.27% 70
2020
Q2 		$283K Hold
2,368
– – 0.3% 65
2020
Q1 		$260K Buy
2,368
+130
+6% +$15.6K 0.34% 60
2019
Q4 		$280K Hold
2,238
– – 0.27% 74
2019
Q3 		$278K Hold
2,238
– – 0.32% 69
2019
Q2 		$245K Hold
2,238
– – 0.29% 72
2019
Q1 		$233K Hold
2,238
– – 0.27% 77
2018
Q4 		$206K Buy
+2,238
New +$200K 0.21% 74
2018
Q1 		– Sell
-2,238
Closed -$206K – 82
2017
Q4 		$206K Hold
2,238
– – 0.19% 79
2017
Q3 		$204K Buy
+2,238
New +$204K 0.2% 76

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Security National Bank of Sioux City Iowa's PG Position: Q2 2025 in Review

Security National Bank of Sioux City Iowa sold out of Procter & Gamble (PG) in Q2 2025, closing a stake of 1,217 shares — an estimated $207K sold.

Security National Bank of Sioux City Iowa first reported a position in PG in Q3 2017 and held it in 27 quarters. The position peaked at $323K in Q4 2021. 3,958 funds tracked by Wall St. Rank hold PG as of Q2 2025.

  • Security National Bank of Sioux City Iowa reported no remaining Procter & Gamble position as of Q2 2025 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 1,217 Procter & Gamble shares in Q2 2025, an estimated $207K.
  • Security National Bank of Sioux City Iowa first reported a position in Procter & Gamble in Q3 2017 and held it in 27 quarters.
  • Security National Bank of Sioux City Iowa's Procter & Gamble position peaked at $323K in Q4 2021.
  • 3,958 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2025.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q2 2025, filed 15 Aug 2025.