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Sunburst Financial Group’s Procter & Gamble PG Stock Holding History

Sunburst Financial Group’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
Q3 		$2.39M Sell
16,419
-1,075
-6% -$158K 0.38% 32
2026
Q2 		$2.57M Sell
17,494
-319
-2% -$46.4K 0.42% 30
2026
Q1 		$2.57M Buy
17,813
+11,381
+177% +$1.73M 0.47% 29
2025
Q4 		$922K Sell
6,432
-46
-0.7% -$6.78K 0.19% 52
2025
Q3 		$995K Sell
6,478
-11,538
-64% -$1.8M 0.21% 47
2025
Q2 		$2.87M Buy
18,016
+134
+0.7% +$21.9K 0.64% 24
2025
Q1 		$3.05M Sell
17,882
-764
-4% -$128K 0.75% 24
2024
Q4 		$3.13M Sell
18,646
-1,098
-6% -$187K 0.77% 23
2024
Q3 		$3.42M Sell
19,744
-125
-0.6% -$21.2K 0.87% 23
2024
Q2 		$3.28M Sell
19,869
-220
-1% -$36K 0.89% 23
2024
Q1 		$3.23M Buy
20,089
+220
+1% +$34.5K 0.91% 23
2023
Q4 		$2.91M Buy
19,869
+3,824
+24% +$566K 0.9% 22
2023
Q3 		$2.34M Sell
16,045
-133
-0.8% -$20.3K 0.83% 23
2023
Q2 		$2.45M Buy
16,178
+12
+0.1% +$1.81K 0.86% 24
2023
Q1 		$2.4M Sell
16,166
-247
-2% -$35.3K 0.89% 24
2022
Q4 		$2.49M Buy
16,413
+79
+0.5% +$11.1K 0.99% 21
2022
Q3 		$2.06M Buy
16,334
+180
+1% +$25.6K 1% 19
2022
Q2 		$2.32M Hold
16,154
– – 1.11% 18
2022
Q1 		$2.47M Sell
16,154
-2
-0% -$313 1.22% 16
2021
Q4 		$2.64M Buy
16,156
+219
+1% +$32.5K 1.34% 15
2021
Q3 		$2.23M Sell
15,937
-1,791
-10% -$254K 1.38% 14
2021
Q2 		$2.39M Hold
17,728
– – 1.52% 14
2021
Q1 		$2.4M Buy
17,728
+2
+0% +$261 1.67% 12
2020
Q4 		$2.47M Buy
17,726
+13,037
+278% +$1.82M 1.86% 12
2020
Q3 		$652K Buy
4,689
+82
+2% +$10.9K 0.55% 21
2020
Q2 		$551K Sell
4,607
-261
-5% -$30.4K 0.5% 23
2020
Q1 		$535K Buy
4,868
+139
+3% +$16.7K 0.57% 23
2019
Q4 		$591K Buy
+4,729
New +$579K 0.52% 23

Other funds holding PG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sunburst Financial Group's PG Position: Q3 2026 in Review

Sunburst Financial Group reduced its Procter & Gamble (PG) stake by 6.1% in Q3 2026, selling an estimated $158K and leaving 16,419 shares worth $2.39M. The position accounts for 0.38% of the portfolio, ranked #32.

Sunburst Financial Group first reported a position in PG in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.42M in Q3 2024. 215 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Sunburst Financial Group held 16,419 shares of Procter & Gamble worth $2.39M as of Q3 2026.
  • Sunburst Financial Group sold 1,075 Procter & Gamble shares in Q3 2026, an estimated $158K.
  • Procter & Gamble made up 0.38% of Sunburst Financial Group's portfolio in Q3 2026, its #32 holding.
  • Sunburst Financial Group first reported a position in Procter & Gamble in Q4 2019 and has held it in 28 quarters since.
  • Sunburst Financial Group's Procter & Gamble position peaked at $3.42M in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.