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Taylor Financial Group’s Procter & Gamble PG Stock Holding History

Taylor Financial Group’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 		$424K Buy
2,889
+131
+5% +$19.1K 0.23% 75
2026
Q1 		$398K Sell
2,758
-103
-4% -$15.6K 0.24% 76
2025
Q4 		$410K Hold
2,861
– – 0.24% 72
2025
Q3 		$440K Hold
2,861
– – 0.25% 71
2025
Q2 		$456K Sell
2,861
-30
-1% -$4.9K 0.28% 68
2025
Q1 		$493K Buy
2,891
+277
+11% +$46.4K 0.34% 58
2024
Q4 		$438K Hold
2,614
– – 0.3% 65
2024
Q3 		$453K Hold
2,614
– – 0.31% 62
2024
Q2 		$431K Hold
2,614
– – 0.33% 64
2024
Q1 		$424K Hold
2,614
– – 0.32% 63
2023
Q4 		$383K Buy
+2,614
New +$387K 0.32% 66

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

Taylor Financial Group's PG Position: Q2 2026 in Review

Taylor Financial Group increased its Procter & Gamble (PG) stake by 4.7% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,889 shares worth $424K. The position accounts for 0.23% of the portfolio, ranked #75.

Taylor Financial Group first reported a position in PG in Q4 2023 and has held it in 11 quarters since. The position peaked at $493K in Q1 2025. 4,028 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Taylor Financial Group held 2,889 shares of Procter & Gamble worth $424K as of Q2 2026.
  • Taylor Financial Group bought 131 Procter & Gamble shares in Q2 2026, an estimated $19.1K.
  • Procter & Gamble made up 0.23% of Taylor Financial Group's portfolio in Q2 2026, its #75 holding.
  • Taylor Financial Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 11 quarters since.
  • Taylor Financial Group's Procter & Gamble position peaked at $493K in Q1 2025.
  • 4,028 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.