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Three Bearings Fiduciary Advisors’s Procter & Gamble PG Stock Holding History

Three Bearings Fiduciary Advisors’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 		$39K Buy
266
+2
+0.8% +$291 0.03% 84
2026
Q1 		$38.1K Sell
264
-48
-15% -$7.28K 0.04% 85
2025
Q4 		$47.7K Buy
+312
New +$46K 0.04% 80

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Three Bearings Fiduciary Advisors's PG Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors increased its Procter & Gamble (PG) stake by 0.76% in Q2 2026, buying an estimated $291 and bringing the position to 266 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #84.

Three Bearings Fiduciary Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.7K in Q4 2025. 2,684 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 266 shares of Procter & Gamble worth $39K as of Q2 2026.
  • Three Bearings Fiduciary Advisors bought 2 Procter & Gamble shares in Q2 2026, an estimated $291.
  • Procter & Gamble made up 0.03% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #84 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • Three Bearings Fiduciary Advisors's Procter & Gamble position peaked at $47.7K in Q4 2025.
  • 2,684 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.