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

Symphony 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	$402K	Sell	2,739 -622	-19%	-$90.5K	0.18%	63
2026 Q1	$486K	Buy	3,361 +3	+0.1%	+$455	0.25%	57
2025 Q4	$481K	Sell	3,358 -97	-3%	-$14.3K	0.25%	57
2025 Q3	$531K	Buy	3,455 +3	+0.1%	+$469	0.29%	51
2025 Q2	$550K	Buy	3,452 +1,099	+47%	+$179K	0.33%	39
2025 Q1	$401K	Sell	2,353 -11	-0.5%	-$1.84K	0.26%	51
2024 Q4	$396K	Sell	2,364 -143	-6%	-$24.4K	0.32%	47
2024 Q3	$412K	Buy	2,507 +128	+5%	+$21.7K	0.35%	47
2024 Q2	$417K	Buy	+2,379	New	+$389K	0.36%	49

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Symphony Financial Services reduced its Procter & Gamble (PG) stake by 19% in Q2 2026, selling an estimated $90.5K and leaving 2,739 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #63.

Symphony Financial Services first reported a position in PG in Q2 2024 and has held it in 9 quarters since. The position peaked at $550K in Q2 2025. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Symphony Financial Services held 2,739 shares of Procter & Gamble worth $402K as of Q2 2026.
Symphony Financial Services sold 622 Procter & Gamble shares in Q2 2026, an estimated $90.5K.
Procter & Gamble made up 0.18% of Symphony Financial Services's portfolio in Q2 2026, its #63 holding.
Symphony Financial Services first reported a position in Procter & Gamble in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Procter & Gamble position peaked at $550K in Q2 2025.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.