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TCFG Wealth Management’s Procter & Gamble PG Stock Holding History

TCFG Wealth Management’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 		$863K Sell
5,972
-25
-0.4% -$3.79K 0.32% 75
2025
Q4 		$859K Sell
5,997
-60
-1% -$8.85K 0.34% 72
2025
Q3 		$931K Sell
6,057
-80
-1% -$12.5K 0.37% 73
2025
Q2 		$978K Sell
6,137
-130
-2% -$21.2K 0.44% 59
2025
Q1 		$1.07M Sell
6,267
-1,009
-14% -$169K 0.54% 44
2024
Q4 		$1.22M Buy
7,276
+913
+14% +$155K 0.61% 33
2024
Q3 		$1.1M Buy
+6,363
New +$1.08M 0.55% 49

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TCFG Wealth Management's PG Position: Q1 2026 in Review

TCFG Wealth Management reduced its Procter & Gamble (PG) stake by 0.42% in Q1 2026, selling an estimated $3.79K and leaving 5,972 shares worth $863K. The position accounts for 0.32% of the portfolio, ranked #75.

TCFG Wealth Management first reported a position in PG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q4 2024. 4,014 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • TCFG Wealth Management held 5,972 shares of Procter & Gamble worth $863K as of Q1 2026.
  • TCFG Wealth Management sold 25 Procter & Gamble shares in Q1 2026, an estimated $3.79K.
  • Procter & Gamble made up 0.32% of TCFG Wealth Management's portfolio in Q1 2026, its #75 holding.
  • TCFG Wealth Management first reported a position in Procter & Gamble in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Procter & Gamble position peaked at $1.22M in Q4 2024.
  • 4,014 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.