Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,839,420
+$1,332,133 QoQ
Shares Held
80,738
+11.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#687
of 3,996 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $16,337,358 across 6 Household & Personal Products names. PG ranks #1 (72.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
80,738 | $11,839,420 | |
| 2 | CL |
Colgate Palmolive Co
|
17,619 | $1,615,309 | |
| 3 | CHD |
Church & Dwight Co Inc /De/
|
12,833 | $1,243,261 | |
| 4 | KMB |
Kimberly Clark Corp
|
6,108 | $670,475 | |
| 5 | CLX |
Clorox Co /De/
|
6,315 | $602,703 | |
| 6 | UL |
Unilever PLC
|
6,091 | $366,190 |
All Filings in PG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,839,420 | 80,738 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,507,287 | 72,745 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,126,106 | 56,703 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,953,231 | 51,762 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,839,977 | 49,209 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,585,394 | 44,510 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,514,711 | 38,859 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,300,496 | 36,377 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,620,473 | 34,080 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,462,252 | 21,339 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,261,980 | 22,260 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,225,693 | 22,115 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,287,902 | 21,668 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,593,450 | 17,442 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,453,453 | 16,188 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,919,757 | 15,206 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,931,531 | 13,433 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,038,199 | 13,339 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,814,265 | 11,091 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,253,307 | 8,965 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $658,728 | 4,882 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||