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Symphony Financial’s Procter & Gamble PG Stock Holding History

Symphony Financial’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 		$1.49M Sell
10,034
-492
-5% -$71.6K 0.16% 104
2026
Q1 		$1.51M Sell
10,526
-328
-3% -$49.7K 0.2% 94
2025
Q4 		$1.56M Sell
10,854
-2,917
-21% -$430K 0.21% 91
2025
Q3 		$2.12M Buy
13,771
+257
+2% +$40.1K 0.26% 80
2025
Q2 		$2.13M Buy
+13,514
New +$2.21M 0.28% 75
2025
Q1 		– Sell
-12,837
Closed -$2.08M – 178
2024
Q4 		$2.08M Sell
12,837
-1,886
-13% -$321K 0.33% 66
2024
Q3 		$2.55M Buy
14,723
+3,852
+35% +$654K 0.42% 58
2024
Q2 		$1.81M Sell
10,871
-344
-3% -$56.2K 0.33% 67
2024
Q1 		$1.82M Buy
11,215
+537
+5% +$84.2K 0.42% 62
2023
Q4 		$1.6M Buy
10,678
+1,528
+17% +$226K 0.34% 69
2023
Q3 		$1.33M Sell
9,150
-5,318
-37% -$812K 0.33% 58
2023
Q2 		$2.16M Buy
14,468
+195
+1% +$29.4K 0.53% 45
2023
Q1 		$2.1M Sell
14,273
-2,038
-12% -$291K 0.55% 42
2022
Q4 		$2.48M Sell
16,311
-3,519
-18% -$493K 0.66% 38
2022
Q3 		$2.55M Buy
19,830
+667
+3% +$94.8K 0.83% 28
2022
Q2 		$2.73M Sell
19,163
-5,219
-21% -$784K 0.81% 29
2022
Q1 		$3.87M Buy
24,382
+5,317
+28% +$832K 0.91% 26
2021
Q4 		$3.11M Buy
19,065
+3,129
+20% +$465K 0.86% 26
2021
Q3 		$2.26M Sell
15,936
-1,631
-9% -$231K 0.79% 28
2021
Q2 		$2.37M Sell
17,567
-1,342
-7% -$182K 0.81% 30
2021
Q1 		$2.57M Sell
18,909
-13,004
-41% -$1.7M 0.68% 30
2020
Q4 		$4.4M Buy
31,913
+1,882
+6% +$263K 1.58% 17
2020
Q3 		$4.17M Buy
30,031
+8,423
+39% +$1.12M 1.7% 14
2020
Q2 		$2.58M Buy
21,608
+2,121
+11% +$247K 1.25% 19
2020
Q1 		$2.24M Buy
+19,487
New +$2.34M 1.54% 15

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 $3.38T AUM 44.17% 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

Symphony Financial's PG Position: Q2 2026 in Review

Symphony Financial reduced its Procter & Gamble (PG) stake by 4.7% in Q2 2026, selling an estimated $71.6K and leaving 10,034 shares worth $1.49M. The position accounts for 0.16% of the portfolio, ranked #104.

Symphony Financial first reported a position in PG in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.4M in Q4 2020. 4,041 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Symphony Financial held 10,034 shares of Procter & Gamble worth $1.49M as of Q2 2026.
  • Symphony Financial sold 492 Procter & Gamble shares in Q2 2026, an estimated $71.6K.
  • Procter & Gamble made up 0.16% of Symphony Financial's portfolio in Q2 2026, its #104 holding.
  • Symphony Financial first reported a position in Procter & Gamble in Q1 2020 and has held it in 25 quarters since.
  • Symphony Financial's Procter & Gamble position peaked at $4.4M in Q4 2020.
  • 4,041 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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