Patriot Financial Group Insurance Agency, LLC

Insurance

Position in PG — PROCTER & GAMBLE Co

CIK 1694883 Westborough, MA

Back to PG Full portfolio

Position in PG

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,130,007

-$1,497,934 QoQ

Shares Held

7,706

-57.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,162

of 3,996 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PG Over Time

Shares Held

Position Value (USD)

Position in Household & Personal Products

Consumer Defensive · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,843,163 across 3 Household & Personal Products names. PG ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UL	Unilever PLC	41,736	$2,509,168
2	PG	PROCTER & GAMBLE Co This page	7,706	$1,130,007
3	CL	Colgate Palmolive Co	2,225	$203,988

All Filings in PG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,130,007	7,706	-57.6%	Shares	Sole	2026-07-16
2026-03-31	$2,627,941	18,194	+137.7%	Shares	Sole	2026-04-22
2025-12-31	$1,097,038	7,655	+0.9%	Shares	Sole	2026-01-26
2025-09-30	$1,165,281	7,584	-10.7%	Shares	Sole	2025-10-08
2025-06-30	$1,353,582	8,496	+9.9%	Shares	Sole	2025-07-21
2025-03-31	$1,318,028	7,734	+3.7%	Shares	Sole	2025-04-14
2024-12-31	$1,250,501	7,459	-0.3%	Shares	Sole	2025-01-22
2024-09-30	$1,295,709	7,481	-24.1%	Shares	Sole	2024-10-24
2024-06-30	$1,625,616	9,857	-0.8%	Shares	Sole	2024-07-26
2024-03-31	$1,612,278	9,937	-1.5%	Shares	Sole	2024-04-30
2023-12-31	$1,477,855	10,085	-20.9%	Shares	Sole	2024-01-19
2023-09-30	$1,859,569	12,749	+0.9%	Shares	Sole	2023-10-19
2023-06-30	$1,916,476	12,630	-2.2%	Shares	Sole	2023-07-17
2023-03-31	$1,919,587	12,910	+5.1%	Shares	Sole	2023-04-20
2022-12-31	$1,861,914	12,285	+13.6%	Shares	Sole	2023-01-17
2022-09-30	$1,365,898	10,819	+2.1%	Shares	Sole	2022-11-01
2022-06-30	$1,524,174	10,600	+5.3%	Shares	Sole	2022-07-29
2022-03-31	$1,538,848	10,071	-14.4%	Shares	Sole	2022-05-11
2021-12-31	$1,924,845	11,767	-3.1%	Shares	Sole	2022-01-10
2021-09-30	$1,697,731	12,144	+5.1%	Shares	Sole	2021-11-24
2021-06-30	$1,559,520	11,558	+5.5%	Shares	Sole	2021-07-30
2021-03-31	$1,484,041	10,958	+3.5%	Shares	Sole	2021-04-29
2020-12-31	$1,473,770	10,592	+35.5%	Shares	Sole	2021-01-15
2020-09-30	$1,086,345	7,816	-3.5%	Shares	Sole	2020-10-21
2020-06-30	$968,038	8,096	+12.9%	Shares	Sole	2020-07-10
2020-03-31	$789,030	7,173	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.