West Financial Advisors’s Procter & Gamble PG Stock Holding History

West Financial Advisors’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	$7.33K	Hold	50	–	–	﹤0.01%	145
2026 Q1	$7.22K	Hold	50	–	–	﹤0.01%	144
2025 Q4	$7.17K	Hold	50	–	–	﹤0.01%	155
2025 Q3	$7.68K	Hold	50	–	–	﹤0.01%	145
2025 Q2	$7.97K	Hold	50	–	–	﹤0.01%	156
2025 Q1	$8.52K	Hold	50	–	–	﹤0.01%	156
2024 Q4	$8.38K	Sell	50 -32	-39%	-$5.45K	﹤0.01%	158
2024 Q3	$14.2K	Buy	82 +32	+64%	+$5.43K	﹤0.01%	140
2024 Q2	$8.25K	Hold	50	–	–	﹤0.01%	127
2024 Q1	$8.11K	Sell	50 -56	-53%	-$8.78K	﹤0.01%	127
2023 Q4	$15.5K	Sell	106 -46	-30%	-$6.81K	﹤0.01%	114
2023 Q3	$22.2K	Buy	152 +46	+43%	+$7.03K	0.01%	106
2023 Q2	$16.1K	Hold	106	–	–	﹤0.01%	118
2023 Q1	$15.8K	Hold	106	–	–	﹤0.01%	111
2022 Q4	$16.1K	Sell	106 -550	-84%	-$77.1K	﹤0.01%	107
2022 Q3	$83K	Hold	656	–	–	0.02%	83
2022 Q2	$94K	Hold	656	–	–	0.03%	78
2022 Q1	$100K	Hold	656	–	–	0.03%	83
2021 Q4	$107K	Hold	656	–	–	0.03%	83
2021 Q3	$92K	Hold	656	–	–	0.03%	81
2021 Q2	$89K	Hold	656	–	–	0.03%	76
2021 Q1	$89K	Hold	656	–	–	0.03%	77
2020 Q4	$91K	Buy	+656	New	+$91.7K	0.03%	76

Other funds holding PG

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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 Financial Advisors's PG Position: Q2 2026 in Review

West Financial Advisors held its Procter & Gamble (PG) position steady in Q2 2026 at 50 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #145.

West Financial Advisors first reported a position in PG in Q4 2020 and has held it in 23 quarters since. The position peaked at $107K in Q4 2021. 761 funds tracked by Wall St. Rank hold PG as of Q2 2026.

West Financial Advisors held 50 shares of Procter & Gamble worth $7.33K as of Q2 2026.
West Financial Advisors left its Procter & Gamble share count unchanged in Q2 2026.
Procter & Gamble made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #145 holding.
West Financial Advisors first reported a position in Procter & Gamble in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Procter & Gamble position peaked at $107K in Q4 2021.
761 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.