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West Branch Capital’s Procter & Gamble PG Stock Holding History

West Branch Capital’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 		$10.1M Buy
68,939
+168
+0.2% +$24.5K 2.35% 11
2026
Q1 		$9.93M Buy
68,771
+4,019
+6% +$609K 2.66% 10
2025
Q4 		$9.28M Buy
64,752
+572
+0.9% +$84.3K 2.39% 10
2025
Q3 		$9.86M Buy
64,180
+859
+1% +$134K 2.59% 11
2025
Q2 		$10.1M Buy
63,321
+841
+1% +$137K 2.98% 8
2025
Q1 		$10.6M Buy
62,480
+1,954
+3% +$327K 3.55% 7
2024
Q4 		$10.1M Buy
60,526
+1,567
+3% +$267K 3.24% 8
2024
Q3 		$10.2M Buy
58,959
+588
+1% +$99.8K 3.53% 8
2024
Q2 		$9.63M Buy
58,371
+150
+0.3% +$24.5K 3.58% 8
2024
Q1 		$9.45M Buy
58,221
+1,296
+2% +$203K 3.81% 8
2023
Q4 		$8.34M Buy
56,925
+759
+1% +$112K 3.92% 8
2023
Q3 		$8.19M Buy
56,166
+15
+0% +$2.29K 4.3% 7
2023
Q2 		$8.52M Buy
56,151
+21
+0% +$3.17K 4.25% 7
2023
Q1 		$8.35M Sell
56,130
-210
-0.4% -$30K 4.65% 5
2022
Q4 		$8.54M Buy
56,340
+180
+0.3% +$25.2K 5.27% 3
2022
Q3 		$7.09M Buy
56,160
+138
+0.2% +$19.6K 4.41% 6
2022
Q2 		$8.05M Buy
56,022
+156
+0.3% +$23.4K 4.66% 5
2022
Q1 		$8.54M Sell
55,866
-632
-1% -$98.9K 4.08% 7
2021
Q4 		$9.24M Buy
56,498
+1
+0% +$148 3.93% 7
2021
Q3 		$7.9M Buy
56,497
+34,836
+161% +$4.94M 3.8% 7
2021
Q2 		$2.92M Buy
21,661
+488
+2% +$66K 1.44% 19
2021
Q1 		$2.87M Sell
21,173
-489
-2% -$63.8K 1.68% 18
2020
Q4 		$3.01M Sell
21,662
-395
-2% -$55.2K 1.78% 14
2020
Q3 		$3.07M Buy
22,057
+289
+1% +$38.4K 1.96% 13
2020
Q2 		$2.6M Buy
21,768
+2,594
+14% +$302K 1.83% 16
2020
Q1 		$2.11M Sell
19,174
-1,014
-5% -$122K 2.01% 13
2019
Q4 		$2.52M Buy
+20,188
New +$2.47M 1.76% 15
2018
Q4 		– Sell
-9,225
Closed -$768K – 83
2018
Q3 		$768K Sell
9,225
-273
-3% -$22.3K 0.57% 49
2018
Q2 		$741K Buy
+9,498
New +$715K 0.58% 50

Other funds holding PG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

West Branch Capital's PG Position: Q2 2026 in Review

West Branch Capital increased its Procter & Gamble (PG) stake by 0.24% in Q2 2026, buying an estimated $24.5K and bringing the position to 68,939 shares worth $10.1M. The position accounts for 2.35% of the portfolio, ranked #11.

West Branch Capital first reported a position in PG in Q2 2018 and has held it in 29 quarters since. The position peaked at $10.6M in Q1 2025. 738 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • West Branch Capital held 68,939 shares of Procter & Gamble worth $10.1M as of Q2 2026.
  • West Branch Capital bought 168 Procter & Gamble shares in Q2 2026, an estimated $24.5K.
  • Procter & Gamble made up 2.35% of West Branch Capital's portfolio in Q2 2026, its #11 holding.
  • West Branch Capital first reported a position in Procter & Gamble in Q2 2018 and has held it in 29 quarters since.
  • West Branch Capital's Procter & Gamble position peaked at $10.6M in Q1 2025.
  • 738 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.