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Stewardship Concepts Financial Services’s Procter & Gamble PG Stock Holding History

Stewardship Concepts Financial Services’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 		$211K Sell
1,436
-56
-4% -$8.15K 0.14% 68
2026
Q1 		$216K Buy
1,492
+60
+4% +$9.1K 0.17% 58
2025
Q4 		$205K Buy
+1,432
New +$211K 0.17% 53

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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

Stewardship Concepts Financial Services's PG Position: Q2 2026 in Review

Stewardship Concepts Financial Services reduced its Procter & Gamble (PG) stake by 3.8% in Q2 2026, selling an estimated $8.15K and leaving 1,436 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #68.

Stewardship Concepts Financial Services first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $216K in Q1 2026. 3,995 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Stewardship Concepts Financial Services held 1,436 shares of Procter & Gamble worth $211K as of Q2 2026.
  • Stewardship Concepts Financial Services sold 56 Procter & Gamble shares in Q2 2026, an estimated $8.15K.
  • Procter & Gamble made up 0.14% of Stewardship Concepts Financial Services's portfolio in Q2 2026, its #68 holding.
  • Stewardship Concepts Financial Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Stewardship Concepts Financial Services's Procter & Gamble position peaked at $216K in Q1 2026.
  • 3,995 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Stewardship Concepts Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.