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Shum Financial Group’s Procter & Gamble PG Stock Holding History

Shum Financial Group’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 		$877K Sell
5,981
-551
-8% -$80.2K 0.53% 48
2026
Q1 		$944K Sell
6,532
-50
-0.8% -$7.58K 0.67% 37
2025
Q4 		$943K Sell
6,582
-58
-0.9% -$8.55K 0.68% 42
2025
Q3 		$1.02M Buy
+6,640
New +$1.04M 0.76% 39
2025
Q1 		$1.19M Buy
7,005
+308
+5% +$51.6K 1.03% 32
2024
Q4 		$1.12M Sell
6,697
-705
-10% -$120K 0.97% 33
2024
Q3 		$1.23M Buy
+7,402
New +$1.26M 1.02% 30

Other funds holding PG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Shum Financial Group's PG Position: Q2 2026 in Review

Shum Financial Group reduced its Procter & Gamble (PG) stake by 8.4% in Q2 2026, selling an estimated $80.2K and leaving 5,981 shares worth $877K. The position accounts for 0.53% of the portfolio, ranked #48.

Shum Financial Group first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q3 2024. 2,519 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Shum Financial Group held 5,981 shares of Procter & Gamble worth $877K as of Q2 2026.
  • Shum Financial Group sold 551 Procter & Gamble shares in Q2 2026, an estimated $80.2K.
  • Procter & Gamble made up 0.53% of Shum Financial Group's portfolio in Q2 2026, its #48 holding.
  • Shum Financial Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Procter & Gamble position peaked at $1.23M in Q3 2024.
  • 2,519 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.