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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
Q2 		$594K Sell
4,053
-1,309
-24% -$191K 0.05% 120
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 $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

SYM Financial Corp's PG Position: Q2 2026 in Review

SYM Financial Corp reduced its Procter & Gamble (PG) stake by 24% in Q2 2026, selling an estimated $191K and leaving 4,053 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #120.

SYM Financial Corp first reported a position in PG in Q3 2023 and has held it in 12 quarters since. The position peaked at $774K in Q1 2026. 4,032 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • SYM Financial Corp held 4,053 shares of Procter & Gamble worth $594K as of Q2 2026.
  • SYM Financial Corp sold 1,309 Procter & Gamble shares in Q2 2026, an estimated $191K.
  • Procter & Gamble made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #120 holding.
  • SYM Financial Corp first reported a position in Procter & Gamble in Q3 2023 and has held it in 12 quarters since.
  • SYM Financial Corp's Procter & Gamble position peaked at $774K in Q1 2026.
  • 4,032 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.