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Silver Oak Securities’s Procter & Gamble PG Stock Holding History

Silver Oak Securities’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 		$3.68M Buy
25,494
+79
+0.3% +$12K 0.27% 79
2025
Q4 		$3.66M Sell
25,415
-1,047
-4% -$154K 0.25% 87
2025
Q3 		$4.07M Buy
26,462
+4,344
+20% +$678K 0.3% 74
2025
Q2 		$3.52M Buy
22,118
+65
+0.3% +$10.6K 0.29% 72
2025
Q1 		$3.71M Buy
22,053
+199
+0.9% +$33.3K 0.34% 69
2024
Q4 		$3.65M Sell
21,854
-400
-2% -$68.1K 0.34% 69
2024
Q3 		$3.84M Buy
22,254
+10,074
+83% +$1.71M 0.41% 58
2024
Q2 		$2.01M Buy
12,180
+182
+2% +$29.8K 0.3% 74
2024
Q1 		$1.95M Sell
11,998
-208
-2% -$32.6K 0.3% 78
2023
Q4 		$1.79M Buy
12,206
+2,323
+24% +$344K 0.24% 89
2023
Q3 		$1.44M Sell
9,883
-3,723
-27% -$569K 0.31% 62
2023
Q2 		$2.06M Sell
13,606
-418
-3% -$63K 0.33% 63
2023
Q1 		$2.08M Buy
14,024
+291
+2% +$41.6K 0.34% 57
2022
Q4 		$2.08M Buy
13,733
+3,850
+39% +$540K 0.39% 50
2022
Q3 		$1.44M Sell
9,883
-5,348
-35% -$760K 0.31% 62
2022
Q2 		$2.18M Buy
15,231
+300
+2% +$45.1K 0.49% 39
2022
Q1 		$2.39M Buy
+14,931
New +$2.34M 0.49% 41

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 Securities's PG Position: Q1 2026 in Review

Silver Oak Securities increased its Procter & Gamble (PG) stake by 0.31% in Q1 2026, buying an estimated $12K and bringing the position to 25,494 shares worth $3.68M. The position accounts for 0.27% of the portfolio, ranked #79.

Silver Oak Securities first reported a position in PG in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.07M in Q3 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Silver Oak Securities held 25,494 shares of Procter & Gamble worth $3.68M as of Q1 2026.
  • Silver Oak Securities bought 79 Procter & Gamble shares in Q1 2026, an estimated $12K.
  • Procter & Gamble made up 0.27% of Silver Oak Securities's portfolio in Q1 2026, its #79 holding.
  • Silver Oak Securities first reported a position in Procter & Gamble in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Procter & Gamble position peaked at $4.07M in Q3 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.