Signal Tree Financial Partners’s Procter & Gamble PG Stock Holding History

Signal Tree Financial Partners’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	$243K	Sell	1,660 -56	-3%	-$8.15K	0.16%	46
2026 Q1	$248K	Buy	1,716 +39	+2%	+$5.91K	0.19%	41
2025 Q4	$240K	Sell	1,677 -37	-2%	-$5.46K	0.18%	43
2025 Q3	$262K	Hold	1,714	–	–	0.21%	40
2025 Q2	$273K	Buy	1,714 +16	+0.9%	+$2.61K	0.24%	37
2025 Q1	$289K	Sell	1,698 -7	-0.4%	-$1.17K	0.29%	31
2024 Q4	$286K	Buy	+1,705	New	+$290K	0.34%	30

Other funds holding PG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Signal Tree Financial Partners's PG Position: Q2 2026 in Review

Signal Tree Financial Partners reduced its Procter & Gamble (PG) stake by 3.3% in Q2 2026, selling an estimated $8.15K and leaving 1,660 shares worth $243K. The position accounts for 0.16% of the portfolio, ranked #46.

Signal Tree Financial Partners first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $289K in Q1 2025. 4,029 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Signal Tree Financial Partners held 1,660 shares of Procter & Gamble worth $243K as of Q2 2026.
Signal Tree Financial Partners sold 56 Procter & Gamble shares in Q2 2026, an estimated $8.15K.
Procter & Gamble made up 0.16% of Signal Tree Financial Partners's portfolio in Q2 2026, its #46 holding.
Signal Tree Financial Partners first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Signal Tree Financial Partners's Procter & Gamble position peaked at $289K in Q1 2025.
4,029 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.