Summit Financial Wealth Advisors’s Procter & Gamble PG Stock Holding History

Summit Financial Wealth 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	$473K	Buy	3,223 +766	+31%	+$111K	0.06%	138
2026 Q1	$355K	Sell	2,457 -258	-10%	-$39.1K	0.05%	137
2025 Q4	$389K	Buy	2,715 +227	+9%	+$33.5K	0.06%	130
2025 Q3	$381K	Buy	2,488 +580	+30%	+$90.6K	0.06%	120
2025 Q2	$304K	Buy	1,908 +122	+7%	+$19.9K	0.05%	128
2025 Q1	$304K	Hold	1,786	–	–	0.06%	113
2024 Q4	$301K	Hold	1,786	–	–	0.06%	117
2024 Q3	$309K	Buy	1,786 +18	+1%	+$3.06K	0.06%	116
2024 Q2	$292K	Buy	1,768 +39	+2%	+$6.38K	0.06%	109
2024 Q1	$281K	Buy	1,729 +354	+26%	+$55.5K	0.06%	109
2023 Q4	$201K	Buy	+1,375	New	+$204K	0.05%	121
2022 Q3	–	Sell	-1,493	Closed	-$215K	–	134
2022 Q2	$215K	Buy	+1,493	New	+$224K	0.05%	121
2021 Q4	–	Sell	-1,508	Closed	-$211K	–	142
2021 Q3	$211K	Buy	+1,508	New	+$214K	0.05%	118
2020 Q4	–	Sell	-2,035	Closed	-$282K	–	113
2020 Q3	$282K	Buy	2,035 +315	+18%	+$41.8K	0.08%	94
2020 Q2	$211K	Sell	1,720 -117	-6%	-$13.6K	0.06%	113
2020 Q1	$216K	Sell	1,837 -201	-10%	-$24.1K	0.07%	110
2019 Q4	$256K	Sell	2,038 -36	-2%	-$4.41K	0.06%	119
2019 Q3	$251K	Hold	2,074	–	–	0.06%	127
2019 Q2	$227K	Buy	+2,074	New	+$221K	0.06%	136
2018 Q4	–	Sell	-2,983	Closed	-$239K	–	145
2018 Q3	$239K	Buy	+2,983	New	+$244K	0.07%	123
2018 Q1	–	Sell	-2,625	Closed	-$241K	–	152
2017 Q4	$241K	Sell	2,625 -4,018	-60%	-$361K	0.08%	120
2017 Q3	$604K	Sell	6,643 -5,766	-46%	-$525K	0.22%	80
2017 Q2	$1.08M	Buy	12,409 +2,297	+23%	+$202K	0.43%	61
2017 Q1	$909K	Sell	10,112 -206	-2%	-$18.3K	0.4%	66
2016 Q4	$868K	Sell	10,318 -1,302	-11%	-$111K	0.38%	66
2016 Q3	$1.04M	Sell	11,620 -465	-4%	-$40.4K	0.45%	56
2016 Q2	$1.02M	Sell	12,085 -757	-6%	-$62.1K	0.43%	61
2016 Q1	$1.06M	Buy	12,842 +200	+2%	+$16.1K	0.46%	53
2015 Q4	$1M	Buy	12,642 +10,127	+403%	+$774K	0.46%	54
2015 Q3	$180K	Buy	2,515 +675	+37%	+$50.6K	0.12%	82
2015 Q2	$143K	Hold	1,840	–	–	0.09%	94
2015 Q1	$147K	Sell	1,840 -300	-14%	-$25.8K	0.1%	78
2014 Q4	$195K	Buy	+2,140	New	+$188K	0.14%	70

Other funds holding PG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Summit Financial Wealth Advisors's PG Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Procter & Gamble (PG) stake by 31% in Q2 2026, buying an estimated $111K and bringing the position to 3,223 shares worth $473K. The position accounts for 0.06% of the portfolio, ranked #138.

Summit Financial Wealth Advisors first reported a position in PG in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.08M in Q2 2017. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Summit Financial Wealth Advisors held 3,223 shares of Procter & Gamble worth $473K as of Q2 2026.
Summit Financial Wealth Advisors bought 766 Procter & Gamble shares in Q2 2026, an estimated $111K.
Procter & Gamble made up 0.06% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Summit Financial Wealth Advisors first reported a position in Procter & Gamble in Q4 2014 and has held it in 33 quarters since.
Summit Financial Wealth Advisors's Procter & Gamble position peaked at $1.08M in Q2 2017.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.