Trivant Custom Portfolio Group’s Procter & Gamble PG Stock Holding History

Trivant Custom Portfolio 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	$1.51M	Buy	+10,454	New	+$1.58M	0.83%	37

Other funds holding PG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Trivant Custom Portfolio Group's PG Position: Q1 2026 in Review

Trivant Custom Portfolio Group opened a new position in Procter & Gamble (PG) in Q1 2026: 10,454 shares worth $1.51M. The stake represents 0.83% of the portfolio and ranks #37 among its holdings.

3,988 funds tracked by Wall St. Rank hold PG as of Q1 2026.

Trivant Custom Portfolio Group held 10,454 shares of Procter & Gamble worth $1.51M as of Q1 2026.
Procter & Gamble was a new Trivant Custom Portfolio Group position in Q1 2026.
Procter & Gamble made up 0.83% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #37 holding.
3,988 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.