SEC 13F Intelligence

Regal Investment Advisors LLC / PG

Regal Investment Advisors LLC’s Procter & Gamble Co Position

Does Regal Investment Advisors LLC own Procter & Gamble Co (PG)? Yes73.9K shares worth $11M (+0.62% of its 13F portfolio) as of Q1 2026, up from 73.8K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
73.9K
% of Portfolio
+0.62%
Quarters Held
26
currently held

Position History PG

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $9MQ2 ’19: $9MQ3 ’19: $10MQ4 ’19: $10MQ4 ’19Q2 ’20: $9MQ4 ’20: $10MQ2 ’21: $9MQ3 ’21: $10MQ3 ’21Q4 ’21: $11MQ1 ’22: $11MQ2 ’22: $11MQ3 ’22: $10MQ3 ’22Q1 ’23: $14MQ2 ’23: $14MQ3 ’23: $14MQ4 ’23: $14MQ4 ’23Q1 ’24: $15MQ2 ’24: $16MQ3 ’24: $17MQ4 ’24: $16MQ4 ’24Q1 ’25: $12MQ2 ’25: $12MQ3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202673.9K$11M+0.62%
Q4 202573.8K$11M+0.63%
Q3 202573.5K$11M+0.74%
Q2 202574.2K$12M+0.89%
Q1 202572.7K$12M+1.00%
Q4 202497.3K$16M+1.23%
Q3 202496.7K$17M+1.17%
Q2 202494.1K$16M+1.01%
Q1 202489.8K$15M+1.00%
Q4 202396.3K$14M+1.07%
Q3 202397.0K$14M+1.19%
Q2 202393.7K$14M+1.19%
Q1 202393.2K$14M+1.22%
Q3 202279.5K$10M+1.06%
Q2 202274.5K$11M+1.12%
Q1 202270.7K$11M+0.99%
Q4 202169.3K$11M+1.00%
Q3 202168.5K$10M+0.93%
Q2 202165.4K$9M+0.88%
Q4 202073.4K$10M+1.15%
Q2 202078.3K$9M+1.72%
Q4 201976.2K$10M+1.71%
Q3 201980.0K$10M+1.94%
Q2 201986.4K$9M+1.85%
Q1 201986.0K$9M+1.82%
Q4 201880.3K$7M+1.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Regal Investment Advisors LLC’s full portfolio or all institutional holders of PG.