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Texas Capital Bank Wealth Management Services’s Procter & Gamble PG Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$2.14M Sell
14,839
-3,441
-19% -$522K 0.13% 91
2025
Q4 		$2.62M Buy
18,280
+6,350
+53% +$936K 0.15% 74
2025
Q3 		$1.83M Buy
11,930
+1,677
+16% +$262K 0.15% 70
2025
Q2 		$1.63M Buy
10,253
+47
+0.5% +$7.67K 0.15% 71
2025
Q1 		$1.74M Buy
10,206
+2,174
+27% +$364K 0.18% 64
2024
Q4 		$1.35M Buy
8,032
+79
+1% +$13.5K 0.14% 59
2024
Q3 		$1.38M Buy
7,953
+1,930
+32% +$328K 0.14% 63
2024
Q2 		$993K Buy
6,023
+290
+5% +$47.4K 0.1% 79
2024
Q1 		$930K Buy
5,733
+149
+3% +$23.4K 0.1% 83
2023
Q4 		$818K Buy
5,584
+10
+0.2% +$1.48K 0.1% 81
2023
Q3 		$813K Buy
5,574
+498
+10% +$76.1K 0.1% 92
2023
Q2 		$770K Sell
5,076
-106
-2% -$16K 0.08% 102
2023
Q1 		$771K Buy
5,182
+544
+12% +$77.8K 0.09% 100
2022
Q4 		$703K Sell
4,638
-410
-8% -$57.5K 0.09% 98
2022
Q3 		$637K Sell
5,048
-301
-6% -$42.8K 0.08% 92
2022
Q2 		$769K Sell
5,349
-189
-3% -$28.4K 0.09% 83
2022
Q1 		$846K Buy
5,538
+957
+21% +$150K 0.08% 83
2021
Q4 		$749K Buy
4,581
+149
+3% +$22.1K 0.06% 90
2021
Q3 		$620K Buy
4,432
+290
+7% +$41.1K 0.06% 92
2021
Q2 		$559K Buy
4,142
+96
+2% +$13K 0.07% 93
2021
Q1 		$548K Buy
4,046
+590
+17% +$77K 0.08% 86
2020
Q4 		$481K Sell
3,456
-568
-14% -$79.4K 0.07% 87
2020
Q3 		$559K Sell
4,024
-111
-3% -$14.7K 0.09% 99
2020
Q2 		$494K Buy
4,135
+1,098
+36% +$128K 0.11% 76
2020
Q1 		$334K Sell
3,037
-404
-12% -$48.5K 0.1% 81
2019
Q4 		$430K Buy
+3,441
New +$421K 0.1% 86

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

Texas Capital Bank Wealth Management Services's PG Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Procter & Gamble (PG) stake by 19% in Q1 2026, selling an estimated $522K and leaving 14,839 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #91.

Texas Capital Bank Wealth Management Services first reported a position in PG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.62M in Q4 2025. 3,990 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 14,839 shares of Procter & Gamble worth $2.14M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 3,441 Procter & Gamble shares in Q1 2026, an estimated $522K.
  • Procter & Gamble made up 0.13% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #91 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Procter & Gamble in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's Procter & Gamble position peaked at $2.62M in Q4 2025.
  • 3,990 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.