Position in PG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,900,228
-$242,141 QoQ
Shares Held
53,875
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#873
of 3,996 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026SVB WEALTH LLC holds $8,703,985 across 2 Household & Personal Products names. PG ranks #1 (90.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
53,875 | $7,900,228 | |
| 2 | CL |
Colgate Palmolive Co
|
8,767 | $803,757 |
All Filings in PG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,900,228 | 53,875 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,142,369 | 56,372 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,659,362 | 60,424 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,770,816 | 76,608 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,725,046 | 79,871 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $27,937,362 | 166,641 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $28,974,793 | 175,690 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $30,506,892 | 188,024 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $28,388,167 | 193,723 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $32,875,093 | 225,388 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $36,219,882 | 238,697 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $42,683,396 | 287,063 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $47,200,330 | 311,430 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $39,215,395 | 310,617 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $44,041,295 | 306,289 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $46,768,717 | 306,078 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $55,728,760 | 340,682 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $48,036,257 | 343,607 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $46,214,333 | 342,506 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $46,742,173 | 345,139 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $47,891,708 | 344,198 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $47,558,902 | 342,175 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $41,175,483 | 344,363 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $36,670,810 | 333,371 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||