Vision Financial Markets’s Procter & Gamble PG Stock Holding History

Vision Financial Markets’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	$171K	Sell	1,166 -2	-0.2%	-$291	0.15%	81
2026 Q1	$169K	Sell	1,168 -199	-15%	-$30.2K	0.16%	76
2025 Q4	$196K	Sell	1,367 -28	-2%	-$4.13K	0.2%	65
2025 Q3	$214K	Buy	1,395 +2	+0.1%	+$312	0.18%	69
2025 Q2	$222K	Sell	1,393 -169	-11%	-$27.6K	0.21%	65
2025 Q1	$266K	Buy	1,562 +51	+3%	+$8.54K	0.29%	53
2024 Q4	$253K	Buy	+1,511	New	+$257K	0.27%	52

Other funds holding PG

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vision Financial Markets's PG Position: Q2 2026 in Review

Vision Financial Markets reduced its Procter & Gamble (PG) stake by 0.17% in Q2 2026, selling an estimated $291 and leaving 1,166 shares worth $171K. The position accounts for 0.15% of the portfolio, ranked #81.

Vision Financial Markets first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $266K in Q1 2025. 1,708 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Vision Financial Markets held 1,166 shares of Procter & Gamble worth $171K as of Q2 2026.
Vision Financial Markets sold 2 Procter & Gamble shares in Q2 2026, an estimated $291.
Procter & Gamble made up 0.15% of Vision Financial Markets's portfolio in Q2 2026, its #81 holding.
Vision Financial Markets first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
Vision Financial Markets's Procter & Gamble position peaked at $266K in Q1 2025.
1,708 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

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