SEC 13F Intelligence

Florida Trust Wealth Management Co / PG

Florida Trust Wealth Management Co’s Procter & Gamble Co Position

Does Florida Trust Wealth Management Co own Procter & Gamble Co (PG)? Yes — 146.5K shares worth $21M (+0.59% of its 13F portfolio) as of Q1 2026, down from 175.6K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
146.5K
% of Portfolio
+0.59%
Quarters Held
10
currently held

Position History PG

Reported value by quarter
Q4 ’23: $28MQ4 ’23Q1 ’24: $32MQ2 ’24: $31MQ2 ’24Q3 ’24: $33MQ4 ’24: $32MQ4 ’24Q1 ’25: $32MQ2 ’25: $30MQ2 ’25Q3 ’25: $28MQ4 ’25: $25MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026146.5K$21M+0.59%
Q4 2025175.6K$25M+0.70%
Q3 2025184.1K$28M+0.81%
Q2 2025185.2K$30M+0.91%
Q1 2025186.9K$32M+1.04%
Q4 2024189.6K$32M+1.02%
Q3 2024188.4K$33M+1.04%
Q2 2024189.6K$31M+1.07%
Q1 2024195.8K$32M+1.08%
Q4 2023193.0K$28M+1.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of PG.