Union Savings Bank’s Procter & Gamble PG Stock Holding History

Union Savings Bank’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	$1.38M	Sell	9,381 -978	-9%	-$142K	0.55%	30
2026 Q1	$1.5M	Sell	10,359 -305	-3%	-$46.2K	0.66%	26
2025 Q4	$1.53M	Buy	+10,664	New	+$1.57M	0.66%	26
2025 Q2	$1.72M	Sell	11,401 -502	-4%	-$81.9K	0.79%	25
2025 Q1	$2.03M	Sell	11,903 -630	-5%	-$106K	0.99%	16
2024 Q4	$2.1M	Sell	12,533 -58	-0.5%	-$9.88K	1.03%	16
2024 Q3	$2.18M	Sell	12,591 -489	-4%	-$83K	1.07%	15
2024 Q2	$2.16M	Sell	13,080 -150	-1%	-$24.5K	1.13%	13
2024 Q1	$2.15M	Sell	13,230 -807	-6%	-$127K	1.12%	15
2023 Q4	$2.06M	Buy	14,037 +355	+3%	+$52.6K	1.17%	15
2023 Q3	$2M	Buy	13,682 +376	+3%	+$57.4K	1.24%	13
2023 Q2	$2.08M	Buy	+13,306	New	+$2.01M	1.24%	13

Other funds holding PG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Union Savings Bank's PG Position: Q2 2026 in Review

Union Savings Bank reduced its Procter & Gamble (PG) stake by 9.4% in Q2 2026, selling an estimated $142K and leaving 9,381 shares worth $1.38M. The position accounts for 0.55% of the portfolio, ranked #30.

Union Savings Bank first reported a position in PG in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2024. 1,982 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Union Savings Bank held 9,381 shares of Procter & Gamble worth $1.38M as of Q2 2026.
Union Savings Bank sold 978 Procter & Gamble shares in Q2 2026, an estimated $142K.
Procter & Gamble made up 0.55% of Union Savings Bank's portfolio in Q2 2026, its #30 holding.
Union Savings Bank first reported a position in Procter & Gamble in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Procter & Gamble position peaked at $2.18M in Q3 2024.
1,982 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.