Position in PG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$963,424
+$7,809 QoQ
Shares Held
6,570
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2,321
of 3,996 holders
Holding Since
Dec 2024
7 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, 2026RFG - Bristol Wealth Advisors, LLC holds $1,256,800 across 2 Household & Personal Products names. PG ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
6,570 | $963,424 | |
| 2 | CL |
Colgate Palmolive Co
|
3,200 | $293,376 |
All Filings in PG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $963,424 | 6,570 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $955,615 | 6,616 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $947,995 | 6,615 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,090,454 | 7,097 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,145,510 | 7,190 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,324,674 | 7,773 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,478,002 | 8,816 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||