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Sunrise Financial Services’s Procter & Gamble PG Stock Holding History

Sunrise Financial Services’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 		$19.2K Sell
131
-19
-13% -$2.77K 0.01% 181
2026
Q1 		$21.7K Buy
150
+24
+19% +$3.64K 0.02% 172
2025
Q4 		$18.1K Buy
+126
New +$18.6K 0.01% 164

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sunrise Financial Services's PG Position: Q2 2026 in Review

Sunrise Financial Services reduced its Procter & Gamble (PG) stake by 13% in Q2 2026, selling an estimated $2.77K and leaving 131 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #181.

Sunrise Financial Services first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.7K in Q1 2026. 4,006 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Sunrise Financial Services held 131 shares of Procter & Gamble worth $19.2K as of Q2 2026.
  • Sunrise Financial Services sold 19 Procter & Gamble shares in Q2 2026, an estimated $2.77K.
  • Procter & Gamble made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #181 holding.
  • Sunrise Financial Services first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Procter & Gamble position peaked at $21.7K in Q1 2026.
  • 4,006 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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