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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
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 $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

Symphony Financial's PG Position: Q1 2026 in Review

Symphony Financial reduced its Procter & Gamble (PG) stake by 3% in Q1 2026, selling an estimated $49.7K and leaving 10,526 shares worth $1.51M. The position accounts for 0.2% of the portfolio, ranked #94.

Symphony Financial first reported a position in PG in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.4M in Q4 2020. 3,983 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Symphony Financial held 10,526 shares of Procter & Gamble worth $1.51M as of Q1 2026.
  • Symphony Financial sold 328 Procter & Gamble shares in Q1 2026, an estimated $49.7K.
  • Procter & Gamble made up 0.2% of Symphony Financial's portfolio in Q1 2026, its #94 holding.
  • Symphony Financial first reported a position in Procter & Gamble in Q1 2020 and has held it in 24 quarters since.
  • Symphony Financial's Procter & Gamble position peaked at $4.4M in Q4 2020.
  • 3,983 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.