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

Sharp 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 		$320K Sell
2,185
-282
-11% -$41K 0.15% 94
2026
Q1 		$356K Buy
2,467
+30
+1% +$4.55K 0.18% 72
2025
Q4 		$349K Buy
+2,437
New +$359K 0.18% 80

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Sharp Financial Services reduced its Procter & Gamble (PG) stake by 11% in Q2 2026, selling an estimated $41K and leaving 2,185 shares worth $320K. The position accounts for 0.15% of the portfolio, ranked #94.

Sharp Financial Services first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $356K in Q1 2026. 1,603 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sharp Financial Services held 2,185 shares of Procter & Gamble worth $320K as of Q2 2026.
  • Sharp Financial Services sold 282 Procter & Gamble shares in Q2 2026, an estimated $41K.
  • Procter & Gamble made up 0.15% of Sharp Financial Services's portfolio in Q2 2026, its #94 holding.
  • Sharp Financial Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Sharp Financial Services's Procter & Gamble position peaked at $356K in Q1 2026.
  • 1,603 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.