St. Louis Financial Planners Asset Management’s Procter & Gamble PG Stock Holding History

St. Louis Financial Planners Asset Management’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	$4.68M	Buy	30,930 +5,082	+20%	+$740K	2.5%	10
2026 Q1	$3.73M	Buy	25,848 +435	+2%	+$65.9K	2.12%	14
2025 Q4	$3.64M	Buy	+25,413	New	+$3.75M	2.24%	15
2025 Q3	–	Sell	-13,517	Closed	-$2.15M	–	45
2025 Q2	$2.15M	Buy	+13,517	New	+$2.21M	1.64%	26
2025 Q1	–	Sell	-10,535	Closed	-$1.77M	–	36
2024 Q4	$1.77M	Sell	10,535 -863	-8%	-$147K	1.28%	21
2024 Q3	$1.92M	Buy	11,398 +126	+1%	+$21.4K	1.53%	25
2024 Q2	$1.83M	Buy	+11,272	New	+$1.84M	1.58%	27
2024 Q1	–	Sell	-10,603	Closed	-$1.55M	–	43
2023 Q4	$1.55M	Buy	+10,603	New	+$1.57M	1.45%	27
2023 Q3	–	Sell	-10,888	Closed	-$1.65M	–	31
2023 Q2	$1.65M	Sell	10,888 -113	-1%	-$17K	1.66%	24
2023 Q1	$1.64M	Sell	11,001 -53	-0.5%	-$7.58K	1.86%	21
2022 Q4	$1.68M	Buy	+11,054	New	+$1.55M	1.64%	9

Other funds holding PG

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

St. Louis Financial Planners Asset Management's PG Position: Q2 2026 in Review

St. Louis Financial Planners Asset Management increased its Procter & Gamble (PG) stake by 20% in Q2 2026, buying an estimated $740K and bringing the position to 30,930 shares worth $4.68M. The position accounts for 2.5% of the portfolio, ranked #10.

St. Louis Financial Planners Asset Management first reported a position in PG in Q4 2022 and has held it in 11 quarters since. 2,497 funds tracked by Wall St. Rank hold PG as of Q2 2026.

St. Louis Financial Planners Asset Management held 30,930 shares of Procter & Gamble worth $4.68M as of Q2 2026.
St. Louis Financial Planners Asset Management bought 5,082 Procter & Gamble shares in Q2 2026, an estimated $740K.
Procter & Gamble made up 2.5% of St. Louis Financial Planners Asset Management's portfolio in Q2 2026, its #10 holding.
St. Louis Financial Planners Asset Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 11 quarters since.
2,497 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on St. Louis Financial Planners Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.