Transamerica Financial Advisors, LLC
Position in PG — PROCTER & GAMBLE Co
CIK 1502149
CEDAR RAPIDS, IA
Position in PG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,581,805
+$141,161 QoQ
Shares Held
10,787
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $3,791,507 across 15 Household & Personal Products names. PG ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
10,787 | $1,581,805 | |
| 2 | CL |
Colgate Palmolive Co
|
11,603 | $1,063,763 | |
| 3 | UL |
Unilever PLC
|
8,215 | $493,885 | |
| 4 | KVUE |
Kenvue Inc.
|
14,227 | $271,877 | |
| 5 | KMB |
Kimberly Clark Corp
|
2,038 | $223,711 | |
| 6 | CLX |
Clorox Co /De/
|
1,315 | $125,503 | |
| 7 | ELF |
e.l.f. Beauty, Inc.
|
187 | $13,838 | |
| 8 | CHD |
Church & Dwight Co Inc /De/
|
108 | $10,463 |
All Filings in PG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,581,805 | 10,787 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,440,644 | 9,974 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,175,571 | 8,203 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,073,091 | 6,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $907,008 | 5,693 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $972,927 | 5,709 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,023,167 | 6,103 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,056,866 | 6,102 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,918,739 | 29,825 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,839,106 | 29,825 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,635,093 | 11,158 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,974,652 | 13,538 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,433,757 | 16,039 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,183,750 | 21,412 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,045,598 | 20,095 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,258,107 | 17,886 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,174,536 | 15,123 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $764 | 5 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $817 | 5 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $838 | 6 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $809 | 6 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $812 | 6 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $695 | 5 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,111 | 8 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $216,660 | 1,812 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||