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Sun Financial’s Procter & Gamble PG Stock Holding History

Sun 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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sun Financial's PG Position: Q1 2026 in Review

Sun Financial reduced its Procter & Gamble (PG) stake by 3.9% in Q1 2026, selling an estimated $16.1K and leaving 2,587 shares worth $369K. The position accounts for 0.18% of the portfolio, ranked #109.

Sun Financial first reported a position in PG in Q4 2025 and has held it in 2 quarters since. The position peaked at $386K in Q4 2025. 3,999 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Sun Financial held 2,587 shares of Procter & Gamble worth $369K as of Q1 2026.
  • Sun Financial sold 106 Procter & Gamble shares in Q1 2026, an estimated $16.1K.
  • Procter & Gamble made up 0.18% of Sun Financial's portfolio in Q1 2026, its #109 holding.
  • Sun Financial first reported a position in Procter & Gamble in Q4 2025 and has held it in 2 quarters since.
  • Sun Financial's Procter & Gamble position peaked at $386K in Q4 2025.
  • 3,999 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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