Silver Oak Securities
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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
Q3 		$3M Sell
18,167
-7,080
-28% -$1.04M 0.22% 103
2026
Q2 		$3.7M Sell
25,247
-247
-1% -$36K 0.22% 97
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Silver Oak Securities's PG Position: Q3 2026 in Review

Silver Oak Securities reduced its Procter & Gamble (PG) stake by 28% in Q3 2026, selling an estimated $1.04M and leaving 18,167 shares worth $3M. The position accounts for 0.22% of the portfolio, ranked #103.

Silver Oak Securities first reported a position in PG in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.07M in Q3 2025. 3,574 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Silver Oak Securities held 18,167 shares of Procter & Gamble worth $3M as of Q3 2026.
  • Silver Oak Securities sold 7,080 Procter & Gamble shares in Q3 2026, an estimated $1.04M.
  • Procter & Gamble made up 0.22% of Silver Oak Securities's portfolio in Q3 2026, its #103 holding.
  • Silver Oak Securities first reported a position in Procter & Gamble in Q1 2022 and has held it in 19 quarters since.
  • Silver Oak Securities's Procter & Gamble position peaked at $4.07M in Q3 2025.
  • 3,574 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.