Skip to main content

Sendero Wealth Management, LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1639375 SAN ANTONIO, TX

Position in PG

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$2,358,850
+$356,190 QoQ
Shares Held
16,086
+16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,588
of 4,003 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Sendero Wealth Management, LLC holds $3,365,881 across 3 Household & Personal Products names. PG ranks #1 (70.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
16,086 $2,358,850

All Filings in PG

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,358,850 16,086
2026-03-31 $2,002,660 13,865
2025-12-31 $2,199,950 15,351
2025-09-30 $2,381,420 15,499
2025-06-30 $2,472,168 15,517
2025-03-31 $2,628,387 15,423
2024-12-31 $2,604,107 15,533
2024-09-30 $2,664,682 15,385
2024-06-30 $2,754,658 16,703
2024-03-31 $2,696,432 16,619
2023-12-31 $2,418,349 16,503
2023-09-30 $2,538,693 17,405
2023-06-30 $2,641,034 17,405