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OneAscent Financial Services LLC

Position in PG — PROCTER & GAMBLE Co

CIK 1780985 BIRMINGHAM, AL

Position in PG

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,640,338
-$349,094 QoQ
Shares Held
24,825
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,286
of 3,996 holders
Holding Since
Sep 2020
15 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

OneAscent Financial Services LLC holds $4,751,259 across 4 Household & Personal Products names. PG ranks #1 (76.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PG
PROCTER & GAMBLE Co
This page
24,825 $3,640,338

All Filings in PG

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,640,338 24,825
2026-03-31 $3,989,432 27,620
2025-12-31 $2,763,303 19,282
2025-09-30 $1,444,617 9,402
2025-06-30 $4,516,084 28,346
2025-03-31 $9,125,990 53,550
2024-12-31 $4,338,614 25,879
2024-09-30 $3,306,734 19,092
2024-03-31 $3,041,376 18,745
2023-12-31 $2,792,319 19,055
2023-09-30 $1,681,182 11,526
2022-12-31 $216,730 1,430
2022-09-30 $358,928 2,843
2022-06-30 $437,552 3,043
2020-09-30 $242,676 1,746