VPF
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Vantage Point Financial’s Procter & Gamble PG Stock Holding History

Vantage Point 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
Q1 		$785K Sell
5,438
-499
-8% -$75.6K 0.28% 71
2025
Q4 		$851K Buy
5,937
+132
+2% +$19.5K 0.3% 66
2025
Q3 		$892K Sell
5,805
-104
-2% -$16.2K 0.35% 58
2025
Q2 		$941K Sell
5,909
-154
-3% -$25.1K 0.41% 53
2025
Q1 		$1.03M Buy
6,063
+1,444
+31% +$242K 0.52% 42
2024
Q4 		$774K Buy
+4,619
New +$787K 0.42% 49

Other funds holding PG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vantage Point Financial's PG Position: Q1 2026 in Review

Vantage Point Financial reduced its Procter & Gamble (PG) stake by 8.4% in Q1 2026, selling an estimated $75.6K and leaving 5,438 shares worth $785K. The position accounts for 0.28% of the portfolio, ranked #71.

Vantage Point Financial first reported a position in PG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2025. 3,985 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Vantage Point Financial held 5,438 shares of Procter & Gamble worth $785K as of Q1 2026.
  • Vantage Point Financial sold 499 Procter & Gamble shares in Q1 2026, an estimated $75.6K.
  • Procter & Gamble made up 0.28% of Vantage Point Financial's portfolio in Q1 2026, its #71 holding.
  • Vantage Point Financial first reported a position in Procter & Gamble in Q4 2024 and has held it in 6 quarters since.
  • Vantage Point Financial's Procter & Gamble position peaked at $1.03M in Q1 2025.
  • 3,985 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.