SFS
PG icon

Summit Financial Strategies’s Procter & Gamble PG Stock Holding History

Summit Financial Strategies’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 		$1.5M Buy
10,239
+470
+5% +$68.4K 0.11% 62
2026
Q1 		$1.41M Sell
9,769
-379
-4% -$57.5K 0.11% 59
2025
Q4 		$1.45M Buy
10,148
+609
+6% +$89.8K 0.12% 56
2025
Q3 		$1.47M Sell
9,539
-141
-1% -$22K 0.13% 54
2025
Q2 		$1.54M Buy
9,680
+19
+0.2% +$3.1K 0.14% 49
2025
Q1 		$1.65M Sell
9,661
-1,405
-13% -$235K 0.17% 45
2024
Q4 		$1.86M Sell
11,066
-38
-0.3% -$6.47K 0.2% 40
2024
Q3 		$1.92M Sell
11,104
-51
-0.5% -$8.66K 0.22% 37
2024
Q2 		$1.84M Sell
11,155
-1,243
-10% -$203K 0.23% 38
2024
Q1 		$2.01M Buy
12,398
+205
+2% +$32.2K 0.28% 33
2023
Q4 		$1.79M Sell
12,193
-290
-2% -$43K 0.27% 34
2023
Q3 		$1.82M Sell
12,483
-952
-7% -$145K 0.35% 27
2023
Q2 		$2.04M Buy
13,435
+133
+1% +$20K 0.38% 26
2023
Q1 		$1.98M Sell
13,302
-693
-5% -$99.1K 0.39% 26
2022
Q4 		$2.12M Sell
13,995
-8,085
-37% -$1.13M 0.46% 23
2022
Q3 		$2.79M Buy
22,080
+7,193
+48% +$1.02M 0.66% 18
2022
Q2 		$2.14M Buy
14,887
+791
+6% +$119K 0.5% 20
2022
Q1 		$2.15M Buy
14,096
+194
+1% +$30.4K 0.43% 19
2021
Q4 		$2.27M Sell
13,902
-4,090
-23% -$607K 0.44% 20
2021
Q3 		$2.52M Buy
17,992
+47
+0.3% +$6.66K 0.48% 20
2021
Q2 		$2.42M Buy
17,945
+5,169
+40% +$699K 0.48% 20
2021
Q1 		$1.73M Sell
12,776
-311
-2% -$40.6K 0.62% 17
2020
Q4 		$1.82M Sell
13,087
-32
-0.2% -$4.47K 0.63% 18
2020
Q3 		$1.82M Buy
13,119
+2,252
+21% +$299K 0.74% 16
2020
Q2 		$1.3M Sell
10,867
-258
-2% -$30.1K 0.58% 18
2020
Q1 		$1.22M Sell
11,125
-80
-0.7% -$9.6K 0.66% 16
2019
Q4 		$1.4M Buy
11,205
+60
+0.5% +$7.34K 0.68% 14
2019
Q3 		$1.39M Sell
11,145
-110
-1% -$13K 0.67% 13
2019
Q2 		$1.23M Sell
11,255
-188
-2% -$20K 0.6% 14
2019
Q1 		$1.19M Hold
11,443
– – 0.6% 15
2018
Q4 		$1.05M Sell
11,443
-97
-0.8% -$8.67K 0.59% 17
2018
Q3 		$960K Buy
11,540
+698
+6% +$57.1K 0.44% 18
2018
Q2 		$846K Sell
10,842
-401
-4% -$30.2K 0.41% 19
2018
Q1 		$891K Sell
11,243
-2
-0% -$167 0.46% 17
2017
Q4 		$1.03M Buy
11,245
+175
+2% +$15.7K 0.54% 17
2017
Q3 		$1.01M Sell
11,070
-819
-7% -$74.6K 0.58% 16
2017
Q2 		$1.04M Buy
11,889
+265
+2% +$23.4K 0.62% 13
2017
Q1 		$1.04M Buy
11,624
+962
+9% +$85.3K 0.76% 13
2016
Q4 		$896K Buy
10,662
+165
+2% +$14.1K 0.61% 14
2016
Q3 		$942K Buy
10,497
+148
+1% +$12.9K 0.66% 13
2016
Q2 		$876K Buy
10,349
+301
+3% +$24.7K 0.65% 13
2016
Q1 		$827K Sell
10,048
-62
-0.6% -$5K 0.61% 16
2015
Q4 		$803K Sell
10,110
-311
-3% -$23.8K 0.62% 15
2015
Q3 		$750K Buy
10,421
+1
+0% +$75 0.62% 16
2015
Q2 		$815K Sell
10,420
-1,301
-11% -$105K 0.64% 17
2015
Q1 		$960K Buy
11,721
+896
+8% +$77K 0.77% 15
2014
Q4 		$986K Buy
+10,825
New +$952K 0.8% 17

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Summit Financial Strategies's PG Position: Q2 2026 in Review

Summit Financial Strategies increased its Procter & Gamble (PG) stake by 4.8% in Q2 2026, buying an estimated $68.4K and bringing the position to 10,239 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #62.

Summit Financial Strategies first reported a position in PG in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.79M in Q3 2022. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Summit Financial Strategies held 10,239 shares of Procter & Gamble worth $1.5M as of Q2 2026.
  • Summit Financial Strategies bought 470 Procter & Gamble shares in Q2 2026, an estimated $68.4K.
  • Procter & Gamble made up 0.11% of Summit Financial Strategies's portfolio in Q2 2026, its #62 holding.
  • Summit Financial Strategies first reported a position in Procter & Gamble in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Strategies's Procter & Gamble position peaked at $2.79M in Q3 2022.
  • 1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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