SA
PG icon

Sovran Advisors’s Procter & Gamble PG Stock Holding History

Sovran 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 		$1.34M Buy
8,997
+803
+10% +$117K 0.1% 222
2026
Q1 		$1.21M Buy
8,194
+384
+5% +$58.2K 0.09% 217
2025
Q4 		$1.13M Buy
7,810
+82
+1% +$12.1K 0.1% 211
2025
Q3 		$1.16M Buy
7,728
+1,936
+33% +$302K 0.1% 200
2025
Q2 		$914K Buy
5,792
+616
+12% +$101K 0.1% 222
2025
Q1 		$883K Buy
5,176
+566
+12% +$94.8K 0.11% 188
2024
Q4 		$736K Buy
+4,610
New +$785K 0.11% 194

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

Sovran Advisors's PG Position: Q2 2026 in Review

Sovran Advisors increased its Procter & Gamble (PG) stake by 9.8% in Q2 2026, buying an estimated $117K and bringing the position to 8,997 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #222.

Sovran Advisors first reported a position in PG in Q4 2024 and has held it in 7 quarters since. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sovran Advisors held 8,997 shares of Procter & Gamble worth $1.34M as of Q2 2026.
  • Sovran Advisors bought 803 Procter & Gamble shares in Q2 2026, an estimated $117K.
  • Procter & Gamble made up 0.1% of Sovran Advisors's portfolio in Q2 2026, its #222 holding.
  • Sovran Advisors first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.