Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$310,583
-$63,083 QoQ
Shares Held
2,118
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#3,325
of 3,996 holders
Holding Since
Dec 2025
3 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, 2026Sun Financial Inc holds $310,583 across 1 Household & Personal Products name. PG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
2,118 | $310,583 |
All Filings in PG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,583 | 2,118 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $373,666 | 2,587 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $385,933 | 2,693 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||