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Syverson Strege & Co’s Procter & Gamble PG Stock Holding History

Syverson Strege & Co’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 		$544K Sell
3,764
-10
-0.3% -$1.52K 0.13% 73
2025
Q4 		$541K Sell
3,774
-275
-7% -$40.5K 0.13% 66
2025
Q3 		$622K Sell
4,049
-126
-3% -$19.7K 0.15% 61
2025
Q2 		$665K Buy
4,175
+2,446
+141% +$399K 0.16% 60
2025
Q1 		$295K Buy
1,729
+41
+2% +$6.87K 0.09% 62
2024
Q4 		$283K Buy
1,688
+276
+20% +$47K 0.09% 61
2024
Q3 		$245K Sell
1,412
-229
-14% -$38.9K 0.08% 59
2024
Q2 		$271K Sell
1,641
-2
-0.1% -$327 0.09% 63
2024
Q1 		$267K Buy
1,643
+231
+16% +$36.2K 0.1% 58
2023
Q4 		$207K Sell
1,412
-41
-3% -$6.07K 0.08% 66
2023
Q3 		$212K Sell
1,453
-22
-1% -$3.36K 0.09% 55
2023
Q2 		$224K Buy
1,475
+20
+1% +$3.01K 0.1% 55
2023
Q1 		$216K Hold
1,455
– – 0.09% 57
2022
Q4 		$221K Hold
1,455
– – 0.1% 61
2022
Q3 		$184K Sell
1,455
-50
-3% -$7.1K 0.09% 68
2022
Q2 		$216K Buy
1,505
+50
+3% +$7.51K 0.08% 66
2022
Q1 		$222K Hold
1,455
– – 0.24% 56
2021
Q4 		$238K Buy
1,455
+52
+4% +$7.72K 0.18% 59
2021
Q3 		$196K Buy
1,403
+41
+3% +$5.81K 0.16% 60
2021
Q2 		$184K Buy
1,362
+244
+22% +$33K 0.16% 57
2021
Q1 		$151K Hold
1,118
– – 0.16% 69
2020
Q4 		$156K Buy
+1,118
New +$156K 0.15% 62

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

Syverson Strege & Co's PG Position: Q1 2026 in Review

Syverson Strege & Co reduced its Procter & Gamble (PG) stake by 0.26% in Q1 2026, selling an estimated $1.52K and leaving 3,764 shares worth $544K. The position accounts for 0.13% of the portfolio, ranked #73.

Syverson Strege & Co first reported a position in PG in Q4 2020 and has held it in 22 quarters since. The position peaked at $665K in Q2 2025. 3,987 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Syverson Strege & Co held 3,764 shares of Procter & Gamble worth $544K as of Q1 2026.
  • Syverson Strege & Co sold 10 Procter & Gamble shares in Q1 2026, an estimated $1.52K.
  • Procter & Gamble made up 0.13% of Syverson Strege & Co's portfolio in Q1 2026, its #73 holding.
  • Syverson Strege & Co first reported a position in Procter & Gamble in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's Procter & Gamble position peaked at $665K in Q2 2025.
  • 3,987 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.