Position in PG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,335,157
-$58,833 QoQ
Shares Held
9,105
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,008
of 3,996 holders
Holding Since
Mar 2026
2 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, 2026TRB Wealth Management, LLC holds $1,800,891 across 2 Household & Personal Products names. PG ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
9,105 | $1,335,157 | |
| 2 | CL |
Colgate Palmolive Co
|
5,080 | $465,734 |
All Filings in PG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,335,157 | 9,105 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,393,990 | 9,651 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||