Security National Bank of So Dak’s Procter & Gamble PG Stock Holding History

Security National Bank of So Dak’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 Q1	$332K	Hold	2,300	–	–	0.16%	98
2025 Q4	$330K	Hold	2,300	–	–	0.16%	90
2025 Q3	$353K	Sell	2,300 -40	-2%	-$6.25K	0.18%	86
2025 Q2	$373K	Sell	2,340 -538	-19%	-$87.8K	0.2%	86
2025 Q1	$490K	Buy	2,878 +433	+18%	+$72.5K	0.28%	78
2024 Q4	$410K	Sell	2,445 -55	-2%	-$9.37K	0.23%	80
2024 Q3	$433K	Hold	2,500	–	–	0.24%	74
2024 Q2	$412K	Hold	2,500	–	–	0.25%	75
2024 Q1	$406K	Hold	2,500	–	–	0.24%	77
2023 Q4	$366K	Hold	2,500	–	–	0.24%	76
2023 Q3	$365K	Hold	2,500	–	–	0.27%	75
2023 Q2	$379K	Buy	+2,500	New	+$377K	0.27%	74
2022 Q4	$432K	Hold	2,850	–	–	0.31%	70
2022 Q3	$360K	Hold	2,850	–	–	0.32%	71
2022 Q2	$410K	Hold	2,850	–	–	0.34%	69
2022 Q1	$435K	Sell	2,850 -450	-14%	-$70.4K	0.3%	70
2021 Q4	$540K	Buy	3,300 +100	+3%	+$14.8K	0.36%	67
2021 Q3	$447K	Buy	3,200 +1,225	+62%	+$174K	0.34%	66
2021 Q2	$266K	Buy	1,975 +82	+4%	+$11.1K	0.2%	81
2021 Q1	$256K	Hold	1,893	–	–	0.21%	81
2020 Q4	$263K	Hold	1,893	–	–	0.23%	75
2020 Q3	$263K	Hold	1,893	–	–	0.27%	73
2020 Q2	$226K	Hold	1,893	–	–	0.26%	71
2020 Q1	$208K	Hold	1,893	–	–	0.28%	70
2019 Q4	$236K	Hold	1,893	–	–	0.24%	75
2019 Q3	$235K	Sell	1,893 -536	-22%	-$63.3K	0.27%	71
2019 Q2	$266K	Hold	2,429	–	–	0.31%	68
2019 Q1	$253K	Sell	2,429 -1,152	-32%	-$112K	0.32%	68
2018 Q4	$329K	Hold	3,581	–	–	0.43%	68
2018 Q3	$298K	Hold	3,581	–	–	0.34%	72
2018 Q2	$280K	Hold	3,581	–	–	0.33%	74
2018 Q1	$284K	Buy	3,581 +1,293	+57%	+$108K	0.33%	78
2017 Q4	$210K	Hold	2,288	–	–	0.23%	89
2017 Q3	$208K	Buy	+2,288	New	+$208K	0.24%	86
2017 Q2	–	Sell	-2,288	Closed	-$206K	–	87
2017 Q1	$206K	Buy	+2,288	New	+$203K	0.25%	84
2016 Q4	–	Sell	-2,343	Closed	-$210K	–	85
2016 Q3	$210K	Buy	+2,343	New	+$203K	0.27%	77
2015 Q3	–	Sell	-2,558	Closed	-$200K	–	68
2015 Q2	$200K	Sell	2,558 -1,035	-29%	-$83.3K	0.33%	64
2015 Q1	$294K	Hold	3,593	–	–	0.46%	61
2014 Q4	$327K	Hold	3,593	–	–	0.48%	65
2014 Q3	$301K	Hold	3,593	–	–	0.5%	64
2014 Q2	$282K	Sell	3,593 -699	-16%	-$56.4K	0.46%	63
2014 Q1	$346K	Sell	4,292 -52	-1%	-$4.1K	0.58%	59
2013 Q4	$354K	Hold	4,344	–	–	0.59%	59
2013 Q3	$328K	Hold	4,344	–	–	0.6%	59
2013 Q2	$334K	Buy	+4,344	New	+$341K	0.57%	64

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Security National Bank of So Dak's PG Position: Q1 2026 in Review

Security National Bank of So Dak held its Procter & Gamble (PG) position steady in Q1 2026 at 2,300 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #98.

Security National Bank of So Dak first reported a position in PG in Q2 2013 and has held it in 45 quarters since. The position peaked at $540K in Q4 2021. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Security National Bank of So Dak held 2,300 shares of Procter & Gamble worth $332K as of Q1 2026.
Security National Bank of So Dak left its Procter & Gamble share count unchanged in Q1 2026.
Procter & Gamble made up 0.16% of Security National Bank of So Dak's portfolio in Q1 2026, its #98 holding.
Security National Bank of So Dak first reported a position in Procter & Gamble in Q2 2013 and has held it in 45 quarters since.
Security National Bank of So Dak's Procter & Gamble position peaked at $540K in Q4 2021.
3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.