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Wayfinding Financial’s Procter & Gamble PG Stock Holding History

Wayfinding 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 		$1.01M Sell
6,969
-120
-2% -$18.2K 0.44% 47
2025
Q4 		$1.01M Sell
7,089
-114
-2% -$16.8K 0.43% 45
2025
Q3 		$1.11M Sell
7,203
-56
-0.8% -$8.75K 0.48% 44
2025
Q2 		$1.09M Sell
7,259
-1,028
-12% -$168K 0.49% 41
2025
Q1 		$1.41M Sell
8,287
-347
-4% -$58.1K 0.62% 30
2024
Q4 		$1.45M Buy
+8,634
New +$1.47M 0.77% 28
2024
Q3 		– Sell
-8,556
Closed -$1.41M – 106
2024
Q2 		$1.41M Sell
8,556
-12
-0.1% -$1.96K 0.79% 29
2024
Q1 		$1.41M Buy
8,568
+323
+4% +$50.7K 0.83% 29
2023
Q4 		$1.21M Buy
8,245
+190
+2% +$28.1K 0.82% 27
2023
Q3 		$1.17M Buy
8,055
+127
+2% +$19.4K 0.88% 23
2023
Q2 		$1.24M Buy
7,928
+267
+3% +$40.2K 0.86% 22
2023
Q1 		$1.14M Buy
7,661
+628
+9% +$89.8K 0.87% 21
2022
Q4 		$1.12M Sell
7,033
-372
-5% -$52.1K 0.9% 18
2022
Q3 		$934K Sell
7,405
-23
-0.3% -$3.27K 0.87% 19
2022
Q2 		$1.07M Sell
7,428
-100
-1% -$15K 0.94% 19
2022
Q1 		$1.17M Buy
7,528
+495
+7% +$77.4K 0.98% 17
2021
Q4 		$1.12M Buy
+7,033
New +$1.04M 0.9% 18

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

Wayfinding Financial's PG Position: Q1 2026 in Review

Wayfinding Financial reduced its Procter & Gamble (PG) stake by 1.7% in Q1 2026, selling an estimated $18.2K and leaving 6,969 shares worth $1.01M. The position accounts for 0.44% of the portfolio, ranked #47.

Wayfinding Financial first reported a position in PG in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.45M in Q4 2024. 3,984 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Wayfinding Financial held 6,969 shares of Procter & Gamble worth $1.01M as of Q1 2026.
  • Wayfinding Financial sold 120 Procter & Gamble shares in Q1 2026, an estimated $18.2K.
  • Procter & Gamble made up 0.44% of Wayfinding Financial's portfolio in Q1 2026, its #47 holding.
  • Wayfinding Financial first reported a position in Procter & Gamble in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's Procter & Gamble position peaked at $1.45M in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.