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Silver Oak Advisory Group’s Procter & Gamble PG Stock Holding History

Silver Oak Advisory 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
Q1 		$242K Buy
+1,679
New +$255K 0.1% 68
2025
Q3 		– Sell
-1,279
Closed -$203K – 80
2025
Q2 		$203K Buy
1,279
+82
+7% +$13.4K 0.1% 71
2025
Q1 		$203K Hold
1,197
– – 0.11% 63
2024
Q4 		$200K Hold
1,197
– – 0.11% 65
2024
Q3 		$207K Buy
+1,197
New +$203K 0.11% 65

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Silver Oak Advisory Group's PG Position: Q1 2026 in Review

Silver Oak Advisory Group opened a new position in Procter & Gamble (PG) in Q1 2026: 1,679 shares worth $242K. The stake represents 0.1% of the portfolio and ranks #68 among its holdings. This is a return to the name: Silver Oak Advisory Group previously reported a position in PG as recently as Q2 2025.

Silver Oak Advisory Group first reported a position in PG in Q3 2024 and has held it in 5 quarters since. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Silver Oak Advisory Group held 1,679 shares of Procter & Gamble worth $242K as of Q1 2026.
  • Procter & Gamble was a new Silver Oak Advisory Group position in Q1 2026.
  • Procter & Gamble made up 0.1% of Silver Oak Advisory Group's portfolio in Q1 2026, its #68 holding.
  • Silver Oak Advisory Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 5 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.