BOK Financial Private Wealth, Inc.

Position in PG — PROCTER & GAMBLE Co

CIK 1317348 DENVER, CO

Position in PG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$310,436

-$7,476 QoQ

Shares Held

2,117

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#3,327

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Consumer Defensive · as of Jun 30, 2026

BOK Financial Private Wealth, Inc. holds $1,149,914 across 7 Household & Personal Products names. PG ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHD	Church & Dwight Co Inc /De/	7,664	$742,488
2	PG	PROCTER & GAMBLE Co This page	2,117	$310,436
3	CL	Colgate Palmolive Co	648	$59,408
4	EL	Estee Lauder Companies Inc	344	$27,158
5	KVUE	Kenvue Inc.	284	$5,427
6	UL	Unilever PLC	81	$4,869
7	KMB	Kimberly Clark Corp	0	$128

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,436	2,117	-3.8%	Shares	Sole	2026-08-10
2026-03-31	$317,912	2,201	-27.5%	Shares	Sole	2026-05-12
2025-12-31	$434,802	3,034	-2.2%	Shares	Sole	2026-02-06
2025-09-30	$476,468	3,101	+2.2%	Shares	Sole	2025-11-07
2025-06-30	$483,217	3,033	-4.1%	Shares	Sole	2025-08-07
2025-03-31	$539,208	3,164	-7.1%	Shares	Sole	2025-05-14
2024-12-31	$570,680	3,404	-29.7%	Shares	Sole	2025-02-07
2024-09-30	$838,634	4,842	+29.8%	Shares	Sole	2024-11-13
2024-06-30	$614,986	3,729	-3.1%	Shares	Sole	2024-08-14
2024-03-31	$624,338	3,848	-4.0%	Shares	Sole	2024-05-01
2023-12-31	$587,185	4,007	+10.1%	Shares	Sole	2024-01-30
2023-09-30	$530,638	3,638	0.0%	Shares	Sole	2023-10-13
2023-06-30	$552,030	3,638	-0.4%	Shares	Sole	2023-08-08
2023-03-31	$543,313	3,654	+0.4%	Shares	Sole	2023-04-24
2022-12-31	$551,375	3,638	-13.9%	Shares	Sole	2023-02-02
2022-09-30	$533,532	4,226	+56.2%	Shares	Sole	2022-11-07
2022-06-30	$389,095	2,706	-78.7%	Shares	Sole	2022-08-15
2022-03-31	$1,941,782	12,708	+33.6%	Shares	Sole	2022-05-09
2021-12-31	$1,556,463	9,515	+15.1%	Shares	Sole	2022-02-15
2021-09-30	$1,155,447	8,265	+27.7%	Shares	Sole	2021-11-15
2021-06-30	$873,266	6,472	+29.2%	Shares	Sole	2021-08-03
2021-03-31	$678,504	5,010	-3.1%	Shares	Sole	2021-05-12
2020-12-31	$719,353	5,170	+31.0%	Shares	Sole	2021-02-01
2020-09-30	$548,593	3,947	+1.9%	Shares	Sole	2020-11-06
2020-06-30	$462,975	3,872	-13.6%	Shares	Sole	2020-08-13
2020-03-31	$492,800	4,480	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.