Position in PG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,138,970
+$481,573 QoQ
Shares Held
21,732
+17.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Brown Financial Advisors holds $3,368,957 across 2 Household & Personal Products names. PG ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
21,732 | $3,138,970 | |
| 2 | UL |
Unilever PLC
|
4,037 | $229,987 |
All Filings in PG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,138,970 | 21,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,657,397 | 18,543 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,773,228 | 18,049 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,911,254 | 18,273 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,491,905 | 20,490 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,285,940 | 19,600 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,852,374 | 10,695 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $2,003,448 | 12,148 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||