XPN
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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
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 $80.2B AUM 50.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

XY Planning Network's PG Position: Q2 2026 in Review

XY Planning Network increased its Procter & Gamble (PG) stake by 10% in Q2 2026, buying an estimated $55K and bringing the position to 4,088 shares worth $599K. The position accounts for 0.08% of the portfolio, ranked #188.

XY Planning Network first reported a position in PG in Q2 2025 and has held it in 5 quarters since. 1,371 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • XY Planning Network held 4,088 shares of Procter & Gamble worth $599K as of Q2 2026.
  • XY Planning Network bought 378 Procter & Gamble shares in Q2 2026, an estimated $55K.
  • Procter & Gamble made up 0.08% of XY Planning Network's portfolio in Q2 2026, its #188 holding.
  • XY Planning Network first reported a position in Procter & Gamble in Q2 2025 and has held it in 5 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.