VisionPoint Advisory Group
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VisionPoint Advisory Group’s Procter & Gamble PG Stock Holding History

VisionPoint Advisory Group’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 		$949K Buy
6,534
+736
+13% +$108K 0.15% 153
2026
Q2 		$850K Buy
5,798
+422
+8% +$61.4K 0.14% 169
2026
Q1 		$777K Sell
5,376
-2
-0% -$303 0.15% 160
2025
Q4 		$771K Sell
5,378
-1,316
-20% -$194K 0.15% 156
2025
Q3 		$1.03M Buy
6,694
+657
+11% +$103K 0.21% 119
2025
Q2 		$962K Buy
6,037
+3,759
+165% +$614K 0.21% 117
2025
Q1 		$388K Buy
2,278
+546
+32% +$91.4K 0.13% 140
2024
Q4 		$287K Sell
1,732
-17
-1% -$2.9K 0.1% 148
2024
Q3 		$303K Sell
1,749
-74
-4% -$12.6K 0.1% 143
2024
Q2 		$301K Sell
1,823
-101
-5% -$16.5K 0.11% 139
2024
Q1 		$312K Sell
1,924
-71
-4% -$11.1K 0.11% 143
2023
Q4 		$292K Sell
1,995
-124
-6% -$18.4K 0.11% 132
2023
Q3 		$309K Buy
2,119
+266
+14% +$40.6K 0.13% 121
2023
Q2 		$281K Buy
1,853
+29
+2% +$4.37K 0.12% 117
2023
Q1 		$284K Sell
1,824
-181
-9% -$25.9K 0.13% 125
2022
Q4 		$281K Sell
2,005
-457
-19% -$64.1K 0.12% 108
2022
Q3 		$311K Sell
2,462
-29
-1% -$4.12K 0.15% 68
2022
Q2 		$362K Buy
+2,491
New +$374K 0.14% 72
2020
Q2 		– Sell
-4,433
Closed -$488K – 130
2020
Q1 		$488K Sell
4,433
-28,140
-86% -$3.38M 0.23% 59
2019
Q4 		$4.07M Buy
32,573
+541
+2% +$66.2K 1.69% 6
2019
Q3 		$3.97M Buy
32,032
+491
+2% +$58K 1.09% 10
2019
Q2 		$3.46M Sell
31,541
-1,628
-5% -$174K 0.99% 10
2019
Q1 		$3.45M Sell
33,169
-16,541
-33% -$1.61M 0.97% 14
2018
Q4 		$4.57M Buy
+49,710
New +$4.44M 1.48% 8

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

VisionPoint Advisory Group's PG Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Procter & Gamble (PG) stake by 13% in Q3 2026, buying an estimated $108K and bringing the position to 6,534 shares worth $949K. The position accounts for 0.15% of the portfolio, ranked #153.

VisionPoint Advisory Group first reported a position in PG in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.57M in Q4 2018. 1,321 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • VisionPoint Advisory Group held 6,534 shares of Procter & Gamble worth $949K as of Q3 2026.
  • VisionPoint Advisory Group bought 736 Procter & Gamble shares in Q3 2026, an estimated $108K.
  • Procter & Gamble made up 0.15% of VisionPoint Advisory Group's portfolio in Q3 2026, its #153 holding.
  • VisionPoint Advisory Group first reported a position in Procter & Gamble in Q4 2018 and has held it in 24 quarters since.
  • VisionPoint Advisory Group's Procter & Gamble position peaked at $4.57M in Q4 2018.
  • 1,321 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.