Sun Financial’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$310K Sell
2,118
-469
-18% -$68.3K 0.15% 124
2026
Q1
$369K Sell
2,587
-106
-4% -$16.1K 0.18% 109
2025
Q4
$386K Buy
+2,693
New +$397K 0.22% 105

Other funds holding PG

Sun Financial's PG Position: Q2 2026 in Review

Sun Financial reduced its Procter & Gamble (PG) stake by 18% in Q2 2026, selling an estimated $68.3K and leaving 2,118 shares worth $310K. The position accounts for 0.15% of the portfolio, ranked #124.

Sun Financial first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $386K in Q4 2025. 4,038 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sun Financial held 2,118 shares of Procter & Gamble worth $310K as of Q2 2026.
  • Sun Financial sold 469 Procter & Gamble shares in Q2 2026, an estimated $68.3K.
  • Procter & Gamble made up 0.15% of Sun Financial's portfolio in Q2 2026, its #124 holding.
  • Sun Financial first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Procter & Gamble position peaked at $386K in Q4 2025.
  • 4,038 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.