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Sound Financial Strategies Group’s Procter & Gamble PG Stock Holding History

Sound Financial Strategies 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
2026
Q1 		$418K Sell
2,891
-1,126
-28% -$171K 0.29% 55
2025
Q4 		$576K Sell
4,017
-375
-9% -$55.3K 0.41% 78
2025
Q3 		$675K Buy
4,392
+158
+4% +$24.7K 0.49% 69
2025
Q2 		$675K Buy
4,234
+2,988
+240% +$488K 0.57% 75
2025
Q1 		$212K Sell
1,246
-22
-2% -$3.69K 0.19% 90
2024
Q4 		$213K Buy
1,268
+74
+6% +$12.6K 0.18% 83
2024
Q3 		$207K Sell
1,194
-78
-6% -$13.2K 0.17% 84
2024
Q2 		$210K Sell
1,272
-712
-36% -$116K 0.18% 80
2024
Q1 		$322K Sell
1,984
-91
-4% -$14.3K 0.27% 53
2023
Q4 		$304K Sell
2,075
-372
-15% -$55.1K 0.26% 54
2023
Q3 		$357K Sell
2,447
-98
-4% -$15K 0.3% 58
2023
Q2 		$386K Sell
2,545
-104
-4% -$15.7K 0.28% 55
2023
Q1 		$394K Sell
2,649
-4,752
-64% -$679K 0.26% 42
2022
Q4 		$1.12M Buy
+7,401
New +$1.04M 0.81% 16
2022
Q2 		– Sell
-10,631
Closed -$1.62M – 65
2022
Q1 		$1.62M Buy
+10,631
New +$1.66M 0.9% 21
2021
Q1 		– Sell
-4,527
Closed -$630K – 98
2020
Q4 		$630K Buy
4,527
+754
+20% +$105K 0.34% 39
2020
Q3 		$524K Sell
3,773
-61
-2% -$8.1K 0.33% 33
2020
Q2 		$458K Sell
3,834
-1
-0% -$117 0.3% 39
2020
Q1 		$422K Sell
3,835
-6,950
-64% -$834K 0.29% 40
2019
Q4 		$1.35M Buy
+10,785
New +$1.32M 0.85% 39

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

Sound Financial Strategies Group's PG Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Procter & Gamble (PG) stake by 28% in Q1 2026, selling an estimated $171K and leaving 2,891 shares worth $418K. The position accounts for 0.29% of the portfolio, ranked #55.

Sound Financial Strategies Group first reported a position in PG in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.62M in Q1 2022. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sound Financial Strategies Group held 2,891 shares of Procter & Gamble worth $418K as of Q1 2026.
  • Sound Financial Strategies Group sold 1,126 Procter & Gamble shares in Q1 2026, an estimated $171K.
  • Procter & Gamble made up 0.29% of Sound Financial Strategies Group's portfolio in Q1 2026, its #55 holding.
  • Sound Financial Strategies Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 20 quarters since.
  • Sound Financial Strategies Group's Procter & Gamble position peaked at $1.62M in Q1 2022.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.