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

Team 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	$243K	Buy	1,656 +12	+0.7%	+$1.75K	0.1%	50
2026 Q1	$237K	Sell	1,644 -130	-7%	-$19.7K	0.11%	43
2025 Q4	$254K	Buy	1,774 +13	+0.7%	+$1.92K	0.12%	40
2025 Q3	$271K	Buy	1,761 +12	+0.7%	+$1.87K	0.13%	40
2025 Q2	$279K	Sell	1,749 -46	-3%	-$7.51K	0.14%	36
2025 Q1	$306K	Buy	1,795 +68	+4%	+$11.4K	0.18%	32
2024 Q4	$290K	Sell	1,727 -884	-34%	-$151K	0.17%	30
2024 Q3	$452K	Buy	2,611 +15	+0.6%	+$2.55K	0.27%	26
2024 Q2	$428K	Buy	2,596 +16	+0.6%	+$2.62K	0.28%	24
2024 Q1	$419K	Buy	2,580 +15	+0.6%	+$2.35K	0.28%	24
2023 Q4	$376K	Buy	2,565 +16	+0.6%	+$2.37K	0.27%	21
2023 Q3	$372K	Buy	+2,549	New	+$389K	0.31%	19

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Team Financial Group increased its Procter & Gamble (PG) stake by 0.73% in Q2 2026, buying an estimated $1.75K and bringing the position to 1,656 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #50.

Team Financial Group first reported a position in PG in Q3 2023 and has held it in 12 quarters since. The position peaked at $452K in Q3 2024. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Team Financial Group held 1,656 shares of Procter & Gamble worth $243K as of Q2 2026.
Team Financial Group bought 12 Procter & Gamble shares in Q2 2026, an estimated $1.75K.
Procter & Gamble made up 0.1% of Team Financial Group's portfolio in Q2 2026, its #50 holding.
Team Financial Group first reported a position in Procter & Gamble in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's Procter & Gamble position peaked at $452K in Q3 2024.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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