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TFC Financial Management’s Procter & Gamble PG Stock Holding History

TFC Financial 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
Q2 		$1.26M Buy
8,583
+416
+5% +$60.5K 0.14% 51
2026
Q1 		$1.18M Sell
8,167
-763
-9% -$116K 0.15% 50
2025
Q4 		$1.28M Buy
8,930
+861
+11% +$127K 0.16% 45
2025
Q3 		$1.24M Buy
8,069
+208
+3% +$32.5K 0.16% 45
2025
Q2 		$1.25M Sell
7,861
-911
-10% -$149K 0.17% 42
2025
Q1 		$1.49M Sell
8,772
-747
-8% -$125K 0.23% 35
2024
Q4 		$1.6M Sell
9,519
-172
-2% -$29.3K 0.25% 33
2024
Q3 		$1.68M Buy
9,691
+153
+2% +$26K 0.27% 32
2024
Q2 		$1.57M Buy
9,538
+104
+1% +$17K 0.28% 34
2024
Q1 		$1.53M Buy
9,434
+184
+2% +$28.9K 0.27% 34
2023
Q4 		$1.36M Sell
9,250
-845
-8% -$125K 0.27% 33
2023
Q3 		$1.47M Buy
10,095
+34
+0.3% +$5.19K 0.35% 27
2023
Q2 		$1.53M Sell
10,061
-22,199
-69% -$3.35M 0.38% 26
2023
Q1 		$4.8M Sell
32,260
-269
-0.8% -$38.5K 1.24% 10
2022
Q4 		$4.93M Sell
32,529
-683
-2% -$95.7K 1.42% 10
2022
Q3 		$4.19M Sell
33,212
-980
-3% -$139K 1.33% 10
2022
Q2 		$4.92M Buy
34,192
+385
+1% +$57.9K 1.47% 9
2022
Q1 		$5.17M Sell
33,807
-1,793
-5% -$281K 1.47% 7
2021
Q4 		$5.82M Sell
35,600
-517
-1% -$76.8K 1.77% 6
2021
Q3 		$5.05M Buy
36,117
+1,809
+5% +$256K 1.67% 6
2021
Q2 		$4.63M Sell
34,308
-573
-2% -$77.5K 1.58% 7
2021
Q1 		$4.72M Sell
34,881
-707
-2% -$92.2K 1.87% 6
2020
Q4 		$4.95M Sell
35,588
-577
-2% -$80.6K 2.09% 6
2020
Q3 		$5.03M Buy
+36,165
New +$4.8M 2.49% 5

Other funds holding PG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TFC Financial Management's PG Position: Q2 2026 in Review

TFC Financial Management increased its Procter & Gamble (PG) stake by 5.1% in Q2 2026, buying an estimated $60.5K and bringing the position to 8,583 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #51.

TFC Financial Management first reported a position in PG in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.82M in Q4 2021. 2,030 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • TFC Financial Management held 8,583 shares of Procter & Gamble worth $1.26M as of Q2 2026.
  • TFC Financial Management bought 416 Procter & Gamble shares in Q2 2026, an estimated $60.5K.
  • Procter & Gamble made up 0.14% of TFC Financial Management's portfolio in Q2 2026, its #51 holding.
  • TFC Financial Management first reported a position in Procter & Gamble in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Procter & Gamble position peaked at $5.82M in Q4 2021.
  • 2,030 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.