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Souders Financial Advisors’s Procter & Gamble PG Stock Holding History

Souders Financial Advisors’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 		$17.6M Buy
121,624
+5,260
+5% +$797K 2% 13
2025
Q4 		$16.7M Sell
116,364
-2,737
-2% -$404K 1.91% 13
2025
Q3 		$18.3M Sell
119,101
-2,527
-2% -$395K 2.18% 12
2025
Q2 		$19.4M Sell
121,628
-6,175
-5% -$1.01M 2.47% 13
2025
Q1 		$21.8M Sell
127,803
-1,401
-1% -$235K 3.04% 7
2024
Q4 		$21.7M Sell
129,204
-4,261
-3% -$726K 3.03% 8
2024
Q3 		$23.1M Sell
133,465
-2,428
-2% -$412K 3.22% 7
2024
Q2 		$22.4M Buy
135,893
+1,873
+1% +$306K 3.38% 8
2024
Q1 		$21.7M Sell
134,020
-683
-0.5% -$107K 3.43% 8
2023
Q4 		$19.7M Buy
134,703
+16,161
+14% +$2.39M 3.38% 7
2023
Q3 		$17.3M Sell
118,542
-317
-0.3% -$48.4K 3.32% 4
2023
Q2 		$18M Sell
118,859
-572
-0.5% -$86.2K 3.45% 4
2023
Q1 		$17.8M Sell
119,431
-2,138
-2% -$306K 3.77% 4
2022
Q4 		$18.4M Buy
121,569
+2,265
+2% +$318K 4.21% 4
2022
Q3 		$15.1M Buy
119,304
+6,414
+6% +$911K 4.09% 4
2022
Q2 		$16.2M Buy
112,890
+17,396
+18% +$2.61M 4.67% 4
2022
Q1 		$14.6M Sell
95,494
-783
-0.8% -$122K 4.22% 3
2021
Q4 		$15.7M Sell
96,277
-1,570
-2% -$233K 4.52% 3
2021
Q3 		$13.7M Buy
97,847
+5,839
+6% +$828K 4.41% 3
2021
Q2 		$12.4M Sell
92,008
-13,532
-13% -$1.83M 4.18% 4
2021
Q1 		$14.3M Buy
105,540
+2,211
+2% +$288K 5.6% 3
2020
Q4 		$14.4M Buy
103,329
+9,818
+10% +$1.37M 6.26% 3
2020
Q3 		$13.1M Buy
93,511
+3,175
+4% +$422K 6.2% 3
2020
Q2 		$10.8M Buy
90,336
+9,876
+12% +$1.15M 6.18% 3
2020
Q1 		$8.85M Buy
+80,460
New +$9.66M 7.81% 2

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

Souders Financial Advisors's PG Position: Q1 2026 in Review

Souders Financial Advisors increased its Procter & Gamble (PG) stake by 4.5% in Q1 2026, buying an estimated $797K and bringing the position to 121,624 shares worth $17.6M. The position accounts for 2% of the portfolio, ranked #13.

Souders Financial Advisors first reported a position in PG in Q1 2020 and has held it in 25 quarters since. The position peaked at $23.1M in Q3 2024. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Souders Financial Advisors held 121,624 shares of Procter & Gamble worth $17.6M as of Q1 2026.
  • Souders Financial Advisors bought 5,260 Procter & Gamble shares in Q1 2026, an estimated $797K.
  • Procter & Gamble made up 2% of Souders Financial Advisors's portfolio in Q1 2026, its #13 holding.
  • Souders Financial Advisors first reported a position in Procter & Gamble in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Procter & Gamble position peaked at $23.1M in Q3 2024.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.