Vawter Financial’s Procter & Gamble PG Stock Holding History

Vawter 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	$203K	Buy	+1,383	New	+$201K	0.08%	129
2026 Q1	–	Sell	-1,883	Closed	-$270K	–	125
2025 Q4	$270K	Sell	1,883 -56	-3%	-$8.26K	0.11%	95
2025 Q3	$298K	Buy	+1,939	New	+$303K	0.14%	91
2025 Q2	–	Sell	-1,335	Closed	-$228K	–	77
2025 Q1	$228K	Sell	1,335 -66	-5%	-$11.1K	0.13%	91
2024 Q4	$235K	Sell	1,401 -100	-7%	-$17K	0.14%	84
2024 Q3	$260K	Hold	1,501	–	–	0.16%	81
2024 Q2	$248K	Hold	1,501	–	–	0.17%	80
2024 Q1	$244K	Buy	1,501 +36	+2%	+$5.65K	0.18%	76
2023 Q4	$215K	Sell	1,465 -305	-17%	-$45.2K	0.17%	74
2023 Q3	$258K	Sell	1,770 -161	-8%	-$24.6K	0.29%	54
2023 Q2	$293K	Hold	1,931	–	–	0.25%	55
2023 Q1	$287K	Buy	1,931 +9	+0.5%	+$1.29K	0.29%	42
2022 Q4	$291K	Buy	+1,922	New	+$269K	0.34%	38

Other funds holding PG

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 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vawter Financial's PG Position: Q2 2026 in Review

Vawter Financial opened a new position in Procter & Gamble (PG) in Q2 2026: 1,383 shares worth $203K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings. This is a return to the name: Vawter Financial previously reported a position in PG as recently as Q4 2025.

Vawter Financial first reported a position in PG in Q4 2022 and has held it in 13 quarters since. The position peaked at $298K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Vawter Financial held 1,383 shares of Procter & Gamble worth $203K as of Q2 2026.
Procter & Gamble was a new Vawter Financial position in Q2 2026.
Procter & Gamble made up 0.08% of Vawter Financial's portfolio in Q2 2026, its #129 holding.
Vawter Financial first reported a position in Procter & Gamble in Q4 2022 and has held it in 13 quarters since.
Vawter Financial's Procter & Gamble position peaked at $298K in Q3 2025.
1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.