Values Added Financial
PG icon

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
Q3 		$232K Sell
1,599
-14
-0.9% -$2.05K 0.08% 125
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Values Added Financial's PG Position: Q3 2026 in Review

Values Added Financial reduced its Procter & Gamble (PG) stake by 0.87% in Q3 2026, selling an estimated $2.05K and leaving 1,599 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #125.

Values Added Financial first reported a position in PG in Q2 2025 and has held it in 6 quarters since. The position peaked at $242K in Q2 2025. 1,785 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • Values Added Financial held 1,599 shares of Procter & Gamble worth $232K as of Q3 2026.
  • Values Added Financial sold 14 Procter & Gamble shares in Q3 2026, an estimated $2.05K.
  • Procter & Gamble made up 0.08% of Values Added Financial's portfolio in Q3 2026, its #125 holding.
  • Values Added Financial first reported a position in Procter & Gamble in Q2 2025 and has held it in 6 quarters since.
  • Values Added Financial's Procter & Gamble position peaked at $242K in Q2 2025.
  • 1,785 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.