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

Security National Bank’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	$1.93M	Buy	13,139 +444	+3%	+$64.6K	0.23%	72
2026 Q1	$1.83M	Buy	12,695 +898	+8%	+$136K	0.27%	69
2025 Q4	$1.69M	Sell	11,797 -58	-0.5%	-$8.55K	0.24%	69
2025 Q3	$1.82M	Sell	11,855 -135	-1%	-$21.1K	0.28%	62
2025 Q2	$1.91M	Buy	11,990 +11,297	+1,630%	+$1.84M	0.33%	56
2025 Q1	$118K	Sell	693 -20	-3%	-$3.35K	0.02%	151
2024 Q4	$120K	Buy	713 +20	+3%	+$3.41K	0.02%	147
2024 Q3	$120K	Hold	693	–	–	0.02%	140
2024 Q2	$114K	Hold	693	–	–	0.02%	137
2024 Q1	$112K	Buy	693 +118	+21%	+$18.5K	0.02%	138
2023 Q4	$84.3K	Buy	+575	New	+$85.2K	0.02%	160
2022 Q1	–	Sell	-1,323	Closed	-$216K	–	113
2021 Q4	$216K	Buy	+1,323	New	+$196K	0.05%	102

Other funds holding PG

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

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

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Security National Bank's PG Position: Q2 2026 in Review

Security National Bank increased its Procter & Gamble (PG) stake by 3.5% in Q2 2026, buying an estimated $64.6K and bringing the position to 13,139 shares worth $1.93M. The position accounts for 0.23% of the portfolio, ranked #72.

Security National Bank first reported a position in PG in Q4 2021 and has held it in 12 quarters since. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Security National Bank held 13,139 shares of Procter & Gamble worth $1.93M as of Q2 2026.
Security National Bank bought 444 Procter & Gamble shares in Q2 2026, an estimated $64.6K.
Procter & Gamble made up 0.23% of Security National Bank's portfolio in Q2 2026, its #72 holding.
Security National Bank first reported a position in Procter & Gamble in Q4 2021 and has held it in 12 quarters since.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.