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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
Q2 		$246K Hold
1,679
– – 0.1% 72
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Silver Oak Advisory Group's PG Position: Q2 2026 in Review

Silver Oak Advisory Group held its Procter & Gamble (PG) position steady in Q2 2026 at 1,679 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #72.

Silver Oak Advisory Group first reported a position in PG in Q3 2024 and has held it in 6 quarters since. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Silver Oak Advisory Group held 1,679 shares of Procter & Gamble worth $246K as of Q2 2026.
  • Silver Oak Advisory Group left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 0.1% of Silver Oak Advisory Group's portfolio in Q2 2026, its #72 holding.
  • Silver Oak Advisory Group first reported a position in Procter & Gamble in Q3 2024 and has held it in 6 quarters since.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.