Position in PG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,471,385
-$48,990 QoQ
Shares Held
10,034
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,941
of 4,017 holders
Holding Since
Mar 2020
25 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, 2026Symphony Financial, Ltd. Co. holds $1,693,889 across 2 Household & Personal Products names. PG ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
10,034 | $1,471,385 | |
| 2 | UL |
Unilever PLC
|
3,701 | $222,504 |
All Filings in PG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,385 | 10,034 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,520,375 | 10,526 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,555,486 | 10,854 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,115,914 | 13,771 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,153,050 | 13,514 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $2,152,123 | 12,837 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,550,023 | 14,723 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,792,845 | 10,871 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,819,633 | 11,215 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,564,754 | 10,678 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,334,619 | 9,150 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,195,374 | 14,468 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,122,252 | 14,273 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,472,095 | 16,311 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,503,537 | 19,830 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,755,447 | 19,163 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,725,569 | 24,382 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,118,652 | 19,065 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,227,852 | 15,936 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,370,315 | 17,567 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,560,845 | 18,909 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,440,374 | 31,913 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,174,008 | 30,031 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,583,668 | 21,608 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,143,570 | 19,487 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||