PG

See Which Recent 13F Filers Hold PG

At Holdings Channel, we have reviewed the latest batch of the 53 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Procter & Gamble Company (Symbol: PG) was held by 34 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in PG positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Peoples Bank KS Existing -195-$20
NorthAvenue LLC Existing -5+$5
DAVENPORT & Co LLC Existing +17,010+$2,648
Home Federal Bank of Tennessee Existing +1,355+$213
Northbridge Financial Group LLC Existing -233-$33
Badgley Phelps Wealth Managers LLC Existing +2,288+$563
Slocum Gordon & Co LLP Existing -918-$76
Braun Bostich & Associates Inc. Existing +100+$18
Adamsbrown Wealth Consultants LLC Existing +161+$25
Signature Estate & Investment Advisors LLC Existing +5,360+$784
Renaissance Investment Group LLC Existing -75-$8
Atwood & Palmer Inc. Existing -125+$5
Birch Capital Management LLC Existing UNCH$UNCH
Diligent Investors LLC Existing -107-$3
Access Financial Services Inc. Existing -442-$51
Journey Strategic Wealth LLC Existing +5,859+$875
Uncommon Cents Investing LLC Existing +1,765+$260
Massachusetts Wealth Management Existing +210+$42
Addenda Capital Inc. Existing UNCH+$44
Verum Partners LLC Existing +1,217+$182
Verity & Verity LLC Existing -551+$14
Hartford Investment Management Co. Existing -2,482-$206
Peddock Capital Advisors LLC Existing UNCH+$16
Redhawk Wealth Advisors Inc. Existing -72+$2
Asio Capital LLC Existing +2,198+$339
AMI Investment Management Inc. Existing UNCH+$4
Hengehold Capital Management LLC Existing +9,870+$1,908
Oak Asset Management LLC Existing +161+$49
Guardian Financial Partners LLC Existing +154+$27
Mainsail Financial Group LLC Existing +107+$22
Cypress Wealth Services LLC Existing -2,045-$280
Websterrogers Financial Advisors LLC Existing UNCH+$2
ARS Wealth Advisors Group LLC Existing +4,268+$757
Curran Financial Partners LLC Existing -210-$25
Aggregate Change: +44,623+$8,102

In terms of shares owned, we count 16 of the above funds having increased existing PG positions from 12/31/2025 to 03/31/2026, with 13 having decreased their positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the PG share count in the aggregate among all of the funds which held PG at the 03/31/2026 reporting period (out of the 793 we looked at in total). We then compared that number to the sum total of PG shares those same funds held back at the 12/31/2025 period, to see how the aggregate share count held by hedge funds has moved for PG. We found that between these two periods, funds increased their holdings by 191,999 shares in the aggregate, from 14,375,510 up to 14,567,509 for a share count increase of approximately 1.34%. The overall top three funds holding PG on 03/31/2026 were:

»FundShares of PG Held
1.Wealth Enhancement Advisory Services LLC 1,255,704
2.Hamlin Capital Management LLC 1,067,397
3.Czech National Bank 632,932
4-10Find out the full Top 10 Hedge Funds Holding PG»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Procter & Gamble Company (Symbol: PG).

10 S&P 500 Components Hedge Funds Are Buying »

Also see:

• Preferreds of SAFE Dividend Stocks
• MOVE shares outstanding history
• Financial Dividend Stock List

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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