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SYM Financial Corp’s Procter & Gamble PG Stock Holding History

SYM Financial Corp’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 		$774K Buy
5,362
+2,131
+66% +$323K 0.08% 77
2025
Q4 		$463K Sell
3,231
-1,347
-29% -$199K 0.05% 137
2025
Q3 		$703K Buy
4,578
+133
+3% +$20.8K 0.08% 80
2025
Q2 		$708K Buy
4,445
+2,116
+91% +$345K 0.08% 86
2025
Q1 		$397K Sell
2,329
-328
-12% -$54.9K 0.05% 132
2024
Q4 		$445K Buy
2,657
+52
+2% +$8.86K 0.06% 107
2024
Q3 		$451K Buy
2,605
+411
+19% +$69.8K 0.06% 77
2024
Q2 		$362K Buy
2,194
+725
+49% +$119K 0.06% 83
2024
Q1 		$238K Sell
1,469
-134
-8% -$21K 0.04% 88
2023
Q4 		$235K Sell
1,603
-35
-2% -$5.18K 0.04% 89
2023
Q3 		$239K Buy
+1,638
New +$250K 0.04% 82

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

SYM Financial Corp's PG Position: Q1 2026 in Review

SYM Financial Corp increased its Procter & Gamble (PG) stake by 66% in Q1 2026, buying an estimated $323K and bringing the position to 5,362 shares worth $774K. The position accounts for 0.08% of the portfolio, ranked #77.

SYM Financial Corp first reported a position in PG in Q3 2023 and has held it in 11 quarters since. 3,989 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • SYM Financial Corp held 5,362 shares of Procter & Gamble worth $774K as of Q1 2026.
  • SYM Financial Corp bought 2,131 Procter & Gamble shares in Q1 2026, an estimated $323K.
  • Procter & Gamble made up 0.08% of SYM Financial Corp's portfolio in Q1 2026, its #77 holding.
  • SYM Financial Corp first reported a position in Procter & Gamble in Q3 2023 and has held it in 11 quarters since.
  • 3,989 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.