Position in PG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$361,467
-$165,739 QoQ
Shares Held
2,465
-32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#3,188
of 3,996 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Sun Group Wealth Partners holds $794,196 across 2 Household & Personal Products names. PG ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CL |
Colgate Palmolive Co
|
4,720 | $432,729 | |
| 2 | PG |
PROCTER & GAMBLE Co
This page
|
2,465 | $361,467 |
All Filings in PG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,467 | 2,465 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $527,206 | 3,650 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $438,671 | 3,061 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||