VAF
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Values Added Financial’s Procter & Gamble PG Stock Holding History

Values Added Financial’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 		$237K Buy
1,613
+157
+11% +$22.9K 0.09% 131
2026
Q1 		$210K Hold
1,456
– – 0.09% 129
2025
Q4 		$209K Hold
1,456
– – 0.09% 127
2025
Q3 		$224K Sell
1,456
-64
-4% -$10K 0.1% 115
2025
Q2 		$242K Buy
+1,520
New +$248K 0.12% 111

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Values Added Financial's PG Position: Q2 2026 in Review

Values Added Financial increased its Procter & Gamble (PG) stake by 11% in Q2 2026, buying an estimated $22.9K and bringing the position to 1,613 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #131.

Values Added Financial first reported a position in PG in Q2 2025 and has held it in 5 quarters since. The position peaked at $242K in Q2 2025. 1,636 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Values Added Financial held 1,613 shares of Procter & Gamble worth $237K as of Q2 2026.
  • Values Added Financial bought 157 Procter & Gamble shares in Q2 2026, an estimated $22.9K.
  • Procter & Gamble made up 0.09% of Values Added Financial's portfolio in Q2 2026, its #131 holding.
  • Values Added Financial first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • Values Added Financial's Procter & Gamble position peaked at $242K in Q2 2025.
  • 1,636 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.