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Sonora Investment Management Group’s Procter & Gamble PG Stock Holding History

Sonora Investment Management 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
2025
Q3 		$11.8M Sell
76,872
-2,014
-3% -$315K 0.84% 39
2025
Q2 		$12.6M Sell
78,886
-96
-0.1% -$15.7K 0.93% 38
2025
Q1 		$13.5M Sell
78,982
-476
-0.6% -$79.7K 1.07% 34
2024
Q4 		$13.3M Sell
79,458
-372
-0.5% -$63.4K 1.02% 33
2024
Q3 		$13.8M Sell
79,830
-3,369
-4% -$572K 1.02% 33
2024
Q2 		$13.5M Hold
83,199
– – 1.06% 32
2024
Q1 		$13.5M Sell
83,199
-1,265
-1% -$198K 1.06% 32
2023
Q4 		$12.4M Buy
84,464
+909
+1% +$135K 1.01% 38
2023
Q3 		$12.2M Sell
83,555
-1,342
-2% -$205K 1.04% 34
2023
Q2 		$12.9M Sell
84,897
-1,608
-2% -$242K 1.08% 32
2023
Q1 		$12.9M Sell
86,505
-1,007
-1% -$144K 1.12% 30
2022
Q4 		$13.3M Sell
87,512
-1,312
-1% -$184K 1.21% 27
2022
Q3 		$12.8M Buy
88,824
+135
+0.2% +$19.2K 1.64% 15
2022
Q2 		$12.8M Buy
88,689
+3,326
+4% +$500K 1.21% 24
2022
Q1 		$13M Sell
85,363
-453
-0.5% -$70.9K 1.48% 16
2021
Q4 		$14M Buy
+85,816
New +$12.7M 1.63% 11

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sonora Investment Management Group's PG Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Procter & Gamble (PG) stake by 2.6% in Q3 2025, selling an estimated $315K and leaving 76,872 shares worth $11.8M. The position accounts for 0.84% of the portfolio, ranked #39.

Sonora Investment Management Group first reported a position in PG in Q4 2021 and has held it in 16 quarters since. The position peaked at $14M in Q4 2021. 3,893 funds tracked by Wall St. Rank hold PG as of Q3 2025.

  • Sonora Investment Management Group held 76,872 shares of Procter & Gamble worth $11.8M as of Q3 2025.
  • Sonora Investment Management Group sold 2,014 Procter & Gamble shares in Q3 2025, an estimated $315K.
  • Procter & Gamble made up 0.84% of Sonora Investment Management Group's portfolio in Q3 2025, its #39 holding.
  • Sonora Investment Management Group first reported a position in Procter & Gamble in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Procter & Gamble position peaked at $14M in Q4 2021.
  • 3,893 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.