SF
PG icon

Summit Financial’s Procter & Gamble PG Stock Holding History

Summit Financial’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
Q1 		$10.5M Buy
72,745
+16,042
+28% +$2.43M 0.13% 146
2025
Q4 		$8.13M Buy
56,703
+4,941
+10% +$729K 0.12% 162
2025
Q3 		$7.95M Buy
51,762
+2,553
+5% +$399K 0.12% 154
2025
Q2 		$7.84M Buy
49,209
+4,699
+11% +$767K 0.18% 104
2025
Q1 		$7.59M Buy
44,510
+5,651
+15% +$946K 0.21% 90
2024
Q4 		$6.51M Buy
38,859
+2,482
+7% +$423K 0.23% 82
2024
Q3 		$6.3M Buy
36,377
+2,297
+7% +$390K 0.25% 73
2024
Q2 		$5.62M Buy
34,080
+12,741
+60% +$2.08M 0.26% 64
2024
Q1 		$3.46M Sell
21,339
-921
-4% -$144K 0.21% 64
2023
Q4 		$3.26M Buy
22,260
+145
+0.7% +$21.5K 0.21% 63
2023
Q3 		$3.23M Buy
22,115
+447
+2% +$68.3K 0.24% 61
2023
Q2 		$3.29M Buy
21,668
+4,226
+24% +$637K 0.24% 60
2023
Q1 		$2.59M Buy
17,442
+1,254
+8% +$179K 0.23% 45
2022
Q4 		$2.45M Buy
16,188
+982
+6% +$138K 0.23% 48
2022
Q3 		$1.92M Buy
15,206
+1,773
+13% +$252K 0.18% 60
2022
Q2 		$1.93M Buy
13,433
+94
+0.7% +$14.1K 0.18% 56
2022
Q1 		$2.04M Buy
13,339
+2,248
+20% +$352K 0.16% 60
2021
Q4 		$1.81M Buy
11,091
+2,126
+24% +$316K 0.14% 67
2021
Q3 		$1.25M Buy
8,965
+4,083
+84% +$579K 0.11% 70
2021
Q2 		$659K Buy
+4,882
New +$661K 0.07% 69

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Financial's PG Position: Q1 2026 in Review

Summit Financial increased its Procter & Gamble (PG) stake by 28% in Q1 2026, buying an estimated $2.43M and bringing the position to 72,745 shares worth $10.5M. The position accounts for 0.13% of the portfolio, ranked #146.

Summit Financial first reported a position in PG in Q2 2021 and has held it in 20 quarters since. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Summit Financial held 72,745 shares of Procter & Gamble worth $10.5M as of Q1 2026.
  • Summit Financial bought 16,042 Procter & Gamble shares in Q1 2026, an estimated $2.43M.
  • Procter & Gamble made up 0.13% of Summit Financial's portfolio in Q1 2026, its #146 holding.
  • Summit Financial first reported a position in Procter & Gamble in Q2 2021 and has held it in 20 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.