YIM
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Yoffe Investment Management’s Procter & Gamble PG Stock Holding History

Yoffe Investment Management’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 		$1.47M Hold
10,042
– – 1.69% 14
2026
Q1 		$1.45M Hold
10,042
– – 1.86% 11
2025
Q4 		$1.44M Hold
10,042
– – 1.84% 11
2025
Q3 		$1.54M Hold
10,042
– – 2.01% 10
2025
Q2 		$1.6M Hold
10,042
– – 2.19% 8
2025
Q1 		$1.71M Hold
10,042
– – 2.51% 4
2024
Q4 		$1.68M Buy
+10,042
New +$1.71M 2.5% 7

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Yoffe Investment Management's PG Position: Q2 2026 in Review

Yoffe Investment Management held its Procter & Gamble (PG) position steady in Q2 2026 at 10,042 shares worth $1.47M. The position accounts for 1.69% of the portfolio, ranked #14.

Yoffe Investment Management first reported a position in PG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q1 2025. 700 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Yoffe Investment Management held 10,042 shares of Procter & Gamble worth $1.47M as of Q2 2026.
  • Yoffe Investment Management left its Procter & Gamble share count unchanged in Q2 2026.
  • Procter & Gamble made up 1.69% of Yoffe Investment Management's portfolio in Q2 2026, its #14 holding.
  • Yoffe Investment Management first reported a position in Procter & Gamble in Q4 2024 and has held it in 7 quarters since.
  • Yoffe Investment Management's Procter & Gamble position peaked at $1.71M in Q1 2025.
  • 700 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.