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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
Q2 		$18.5M Buy
126,320
+4,696
+4% +$684K 1.86% 16
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 $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

Souders Financial Advisors's PG Position: Q2 2026 in Review

Souders Financial Advisors increased its Procter & Gamble (PG) stake by 3.9% in Q2 2026, buying an estimated $684K and bringing the position to 126,320 shares worth $18.5M. The position accounts for 1.86% of the portfolio, ranked #16.

Souders Financial Advisors first reported a position in PG in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.1M in Q3 2024. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Souders Financial Advisors held 126,320 shares of Procter & Gamble worth $18.5M as of Q2 2026.
  • Souders Financial Advisors bought 4,696 Procter & Gamble shares in Q2 2026, an estimated $684K.
  • Procter & Gamble made up 1.86% of Souders Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Souders Financial Advisors first reported a position in Procter & Gamble in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's Procter & Gamble position peaked at $23.1M in Q3 2024.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.