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Sovereign Financial Group’s Procter & Gamble PG Stock Holding History

Sovereign Financial 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
Q2 		$1.09M Sell
7,424
-153
-2% -$22.3K 0.17% 111
2026
Q1 		$1.09M Buy
7,577
+180
+2% +$27.3K 0.19% 98
2025
Q4 		$1.06M Buy
7,397
+884
+14% +$130K 0.18% 97
2025
Q3 		$1M Buy
6,513
+690
+12% +$108K 0.19% 100
2025
Q2 		$928K Buy
5,823
+65
+1% +$10.6K 0.19% 100
2025
Q1 		$981K Buy
5,758
+987
+21% +$165K 0.23% 84
2024
Q4 		$800K Sell
4,771
-72
-1% -$12.3K 0.18% 112
2024
Q3 		$839K Sell
4,843
-47
-1% -$7.98K 0.2% 99
2024
Q2 		$806K Buy
4,890
+100
+2% +$16.3K 0.2% 97
2024
Q1 		$777K Buy
4,790
+826
+21% +$130K 0.21% 98
2023
Q4 		$581K Buy
3,964
+224
+6% +$33.2K 0.18% 111
2023
Q3 		$546K Sell
3,740
-750
-17% -$115K 0.19% 111
2023
Q2 		$681K Buy
4,490
+906
+25% +$137K 0.22% 106
2023
Q1 		$533K Buy
3,584
+2
+0.1% +$286 0.2% 119
2022
Q4 		$543K Buy
3,582
+516
+17% +$72.3K 0.21% 116
2022
Q3 		$387K Sell
3,066
-17
-0.6% -$2.42K 0.16% 129
2022
Q2 		$443K Sell
3,083
-53
-2% -$7.97K 0.17% 119
2022
Q1 		$479K Buy
3,136
+702
+29% +$110K 0.18% 120
2021
Q4 		$398K Buy
2,434
+660
+37% +$98K 0.16% 131
2021
Q3 		$248K Sell
1,774
-262
-13% -$37.1K 0.14% 138
2021
Q2 		$276K Hold
2,036
– – 0.17% 122
2021
Q1 		$276K Buy
2,036
+99
+5% +$12.9K 0.17% 121
2020
Q4 		$270K Buy
+1,937
New +$271K 0.19% 104

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

Sovereign Financial Group's PG Position: Q2 2026 in Review

Sovereign Financial Group reduced its Procter & Gamble (PG) stake by 2% in Q2 2026, selling an estimated $22.3K and leaving 7,424 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #111.

Sovereign Financial Group first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q1 2026. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sovereign Financial Group held 7,424 shares of Procter & Gamble worth $1.09M as of Q2 2026.
  • Sovereign Financial Group sold 153 Procter & Gamble shares in Q2 2026, an estimated $22.3K.
  • Procter & Gamble made up 0.17% of Sovereign Financial Group's portfolio in Q2 2026, its #111 holding.
  • Sovereign Financial Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
  • Sovereign Financial Group's Procter & Gamble position peaked at $1.09M in Q1 2026.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.