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Trifecta Capital Advisors’s Procter & Gamble PG Stock Holding History

Trifecta Capital 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 		$542K Buy
3,696
+15
+0.4% +$2.18K 0.07% 76
2026
Q1 		$532K Sell
3,681
-620
-14% -$94K 0.08% 74
2025
Q4 		$616K Sell
4,301
-87
-2% -$12.8K 0.09% 69
2025
Q3 		$674K Buy
4,388
+474
+12% +$74K 0.1% 66
2025
Q2 		$624K Hold
3,914
– – 0.1% 67
2025
Q1 		$667K Buy
3,914
+9
+0.2% +$1.51K 0.14% 56
2024
Q4 		$655K Sell
3,905
-45
-1% -$7.66K 0.13% 58
2024
Q3 		$684K Sell
3,950
-99
-2% -$16.8K 0.14% 58
2024
Q2 		$668K Buy
4,049
+99
+3% +$16.2K 0.15% 57
2024
Q1 		$641K Sell
3,950
-168
-4% -$26.3K 0.16% 63
2023
Q4 		$603K Sell
4,118
-32
-0.8% -$4.74K 0.17% 62
2023
Q3 		$605K Sell
4,150
-25
-0.6% -$3.82K 0.19% 62
2023
Q2 		$634K Buy
4,175
+3,648
+692% +$550K 0.2% 60
2023
Q1 		$78.4K Hold
527
– – 0.03% 122
2022
Q4 		$79.9K Buy
+527
New +$73.9K 0.03% 110

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Trifecta Capital Advisors's PG Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Procter & Gamble (PG) stake by 0.41% in Q2 2026, buying an estimated $2.18K and bringing the position to 3,696 shares worth $542K. The position accounts for 0.07% of the portfolio, ranked #76.

Trifecta Capital Advisors first reported a position in PG in Q4 2022 and has held it in 15 quarters since. The position peaked at $684K in Q3 2024. 4,031 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Trifecta Capital Advisors held 3,696 shares of Procter & Gamble worth $542K as of Q2 2026.
  • Trifecta Capital Advisors bought 15 Procter & Gamble shares in Q2 2026, an estimated $2.18K.
  • Procter & Gamble made up 0.07% of Trifecta Capital Advisors's portfolio in Q2 2026, its #76 holding.
  • Trifecta Capital Advisors first reported a position in Procter & Gamble in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Procter & Gamble position peaked at $684K in Q3 2024.
  • 4,031 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.