SFC
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Swisher Financial Concepts’s Procter & Gamble PG Stock Holding History

Swisher Financial Concepts’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 		$931K Buy
6,444
+56
+0.9% +$8.49K 0.52% 31
2025
Q4 		$915K Sell
6,388
-59
-0.9% -$8.7K 0.52% 30
2025
Q3 		$991K Sell
6,447
-14
-0.2% -$2.19K 0.59% 26
2025
Q2 		$1.03M Buy
6,461
+1,635
+34% +$267K 0.66% 24
2025
Q1 		$823K Buy
4,826
+111
+2% +$18.6K 0.68% 27
2024
Q4 		$791K Buy
4,715
+7
+0.1% +$1.19K 0.93% 24
2024
Q3 		$802K Sell
4,708
-67
-1% -$11.4K 0.51% 33
2024
Q2 		$783K Buy
4,775
+7
+0.1% +$1.14K 0.79% 22
2024
Q1 		$746K Buy
4,768
+7
+0.1% +$1.1K 0.65% 24
2023
Q4 		$710K Buy
+4,761
New +$705K 0.68% 24

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

Swisher Financial Concepts's PG Position: Q1 2026 in Review

Swisher Financial Concepts increased its Procter & Gamble (PG) stake by 0.88% in Q1 2026, buying an estimated $8.49K and bringing the position to 6,444 shares worth $931K. The position accounts for 0.52% of the portfolio, ranked #31.

Swisher Financial Concepts first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2025. 3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Swisher Financial Concepts held 6,444 shares of Procter & Gamble worth $931K as of Q1 2026.
  • Swisher Financial Concepts bought 56 Procter & Gamble shares in Q1 2026, an estimated $8.49K.
  • Procter & Gamble made up 0.52% of Swisher Financial Concepts's portfolio in Q1 2026, its #31 holding.
  • Swisher Financial Concepts first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Swisher Financial Concepts's Procter & Gamble position peaked at $1.03M in Q2 2025.
  • 3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Swisher Financial Concepts's 13F filing for Q1 2026, filed 16 Apr 2026.