James T. Borello RIA
PG icon

James T. Borello RIA’s Procter & Gamble PG Stock Holding History

James T. Borello RIA’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 		$96.2K Buy
662
+166
+33% +$24.3K 0.02% 176
2026
Q2 		$72.7K Sell
496
-119
-19% -$17.3K 0.02% 197
2026
Q1 		$88.8K Buy
615
+284
+86% +$43.1K 0.02% 163
2025
Q4 		$47.4K Buy
331
+215
+185% +$31.7K 0.01% 182
2025
Q3 		$17.8K Buy
116
+96
+480% +$15K ﹤0.01% 241
2025
Q2 		$3.19K Buy
+20
New +$3.26K ﹤0.01% 241

Other funds holding PG

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

James T. Borello RIA's PG Position: Q3 2026 in Review

James T. Borello RIA increased its Procter & Gamble (PG) stake by 33% in Q3 2026, buying an estimated $24.3K and bringing the position to 662 shares worth $96.2K. The position accounts for 0.02% of the portfolio, ranked #176.

James T. Borello RIA first reported a position in PG in Q2 2025 and has held it in 6 quarters since. 1,479 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • James T. Borello RIA held 662 shares of Procter & Gamble worth $96.2K as of Q3 2026.
  • James T. Borello RIA bought 166 Procter & Gamble shares in Q3 2026, an estimated $24.3K.
  • Procter & Gamble made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #176 holding.
  • James T. Borello RIA first reported a position in Procter & Gamble in Q2 2025 and has held it in 6 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.