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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
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 $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

Taylor Financial Group's PG Position: Q1 2026 in Review

Taylor Financial Group reduced its Procter & Gamble (PG) stake by 3.6% in Q1 2026, selling an estimated $15.6K and leaving 2,758 shares worth $398K. The position accounts for 0.24% of the portfolio, ranked #76.

Taylor Financial Group first reported a position in PG in Q4 2023 and has held it in 10 quarters since. The position peaked at $493K in Q1 2025. 3,986 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Taylor Financial Group held 2,758 shares of Procter & Gamble worth $398K as of Q1 2026.
  • Taylor Financial Group sold 103 Procter & Gamble shares in Q1 2026, an estimated $15.6K.
  • Procter & Gamble made up 0.24% of Taylor Financial Group's portfolio in Q1 2026, its #76 holding.
  • Taylor Financial Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 10 quarters since.
  • Taylor Financial Group's Procter & Gamble position peaked at $493K in Q1 2025.
  • 3,986 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.