Position in PG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,098,333
+$1,889 QoQ
Shares Held
7,490
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,188
of 4,001 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $4,569,240 across 2 Household & Personal Products names. PG ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UL |
Unilever PLC
|
57,733 | $3,470,907 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
7,490 | $1,098,333 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,333 | 7,490 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,096,444 | 7,591 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,099,187 | 7,670 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $1,321,543 | 8,601 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,476,737 | 9,269 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,601,777 | 9,399 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,559,983 | 9,305 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,572,829 | 9,081 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,476,034 | 8,950 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,430,558 | 8,817 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,351,391 | 9,222 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,361,311 | 9,333 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,465,201 | 9,656 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,472,923 | 9,906 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,524,390 | 10,058 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,270,706 | 10,065 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,447,102 | 10,064 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,537,473 | 10,062 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,658,537 | 10,139 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,515,152 | 10,838 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,534,828 | 11,375 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $4,092,017 | 30,215 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $4,204,115 | 30,215 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $4,915,381 | 35,365 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,281,442 | 35,807 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,562,470 | 41,477 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||