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Unify Financial Advisors’s Procter & Gamble PG Stock Holding History

Unify Financial 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 		$221K Buy
1,506
+5
+0.3% +$728 0.2% 86
2026
Q1 		$217K Buy
1,501
+4
+0.3% +$606 0.22% 84
2025
Q4 		$215K Buy
+1,497
New +$221K 0.22% 87

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Unify Financial Advisors's PG Position: Q2 2026 in Review

Unify Financial Advisors increased its Procter & Gamble (PG) stake by 0.33% in Q2 2026, buying an estimated $728 and bringing the position to 1,506 shares worth $221K. The position accounts for 0.2% of the portfolio, ranked #86.

Unify Financial Advisors first reported a position in PG in Q4 2025 and has held it in 3 quarters since. 1,159 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Unify Financial Advisors held 1,506 shares of Procter & Gamble worth $221K as of Q2 2026.
  • Unify Financial Advisors bought 5 Procter & Gamble shares in Q2 2026, an estimated $728.
  • Procter & Gamble made up 0.2% of Unify Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Unify Financial Advisors first reported a position in Procter & Gamble in Q4 2025 and has held it in 3 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.