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

Tilson 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
Q1 		$218K Buy
1,510
+9
+0.6% +$1.36K 0.07% 78
2025
Q4 		$215K Buy
1,501
+9
+0.6% +$1.33K 0.07% 79
2025
Q3 		$229K Buy
1,492
+9
+0.6% +$1.41K 0.08% 74
2025
Q2 		$236K Buy
1,483
+23
+2% +$3.75K 0.09% 67
2025
Q1 		$249K Buy
+1,460
New +$245K 0.1% 66

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

Tilson Financial Group's PG Position: Q1 2026 in Review

Tilson Financial Group increased its Procter & Gamble (PG) stake by 0.6% in Q1 2026, buying an estimated $1.36K and bringing the position to 1,510 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #78.

Tilson Financial Group first reported a position in PG in Q1 2025 and has held it in 5 quarters since. The position peaked at $249K in Q1 2025. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Tilson Financial Group held 1,510 shares of Procter & Gamble worth $218K as of Q1 2026.
  • Tilson Financial Group bought 9 Procter & Gamble shares in Q1 2026, an estimated $1.36K.
  • Procter & Gamble made up 0.07% of Tilson Financial Group's portfolio in Q1 2026, its #78 holding.
  • Tilson Financial Group first reported a position in Procter & Gamble in Q1 2025 and has held it in 5 quarters since.
  • Tilson Financial Group's Procter & Gamble position peaked at $249K in Q1 2025.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.