XY Planning Network
PG icon

XY Planning Network’s Procter & Gamble PG Stock Holding History

XY Planning Network’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 		$621K Buy
4,277
+189
+5% +$27.7K 0.07% 209
2026
Q2 		$599K Buy
4,088
+378
+10% +$55K 0.08% 188
2026
Q1 		$535K Sell
3,710
-15
-0.4% -$2.27K 0.09% 181
2025
Q4 		$534K Buy
3,725
+738
+25% +$109K 0.09% 167
2025
Q3 		$476K Hold
2,987
– – 0.16% 113
2025
Q2 		$476K Buy
+2,987
New +$488K 0.16% 113

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

XY Planning Network's PG Position: Q3 2026 in Review

XY Planning Network increased its Procter & Gamble (PG) stake by 4.6% in Q3 2026, buying an estimated $27.7K and bringing the position to 4,277 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #209.

XY Planning Network first reported a position in PG in Q2 2025 and has held it in 6 quarters since. 1,321 funds tracked by Wall St. Rank hold PG as of Q3 2026.

  • XY Planning Network held 4,277 shares of Procter & Gamble worth $621K as of Q3 2026.
  • XY Planning Network bought 189 Procter & Gamble shares in Q3 2026, an estimated $27.7K.
  • Procter & Gamble made up 0.07% of XY Planning Network's portfolio in Q3 2026, its #209 holding.
  • XY Planning Network first reported a position in Procter & Gamble in Q2 2025 and has held it in 6 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.