SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / PG

Steward Partners Investment Advisory, LLC’s Procter & Gamble Co Position

Does Steward Partners Investment Advisory, LLC own Procter & Gamble Co (PG)? Yes — 299.0K shares worth $43M (+0.22% of its 13F portfolio) as of Q1 2026, up from 281.1K shares the prior filed quarter.

Position Value
$43M
Q1 2026
Shares
299.0K
% of Portfolio
+0.22%
Quarters Held
30
currently held

Position History PG

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $24MQ2 ’19: $25MQ3 ’19: $29MQ4 ’19: $30MQ4 ’19Q1 ’20: $25MQ2 ’20: $30MQ3 ’20: $25MQ4 ’20: $25MQ4 ’20Q1 ’21: $59.4BQ2 ’21: $26MQ3 ’21: $28MQ4 ’21: $32MQ4 ’21Q1 ’22: $31MQ2 ’22: $30MQ3 ’22: $30MQ4 ’22: $36MQ4 ’22Q1 ’23: $36MQ2 ’23: $38MQ3 ’23: $36MQ4 ’23: $37MQ4 ’23Q1 ’24: $42MQ2 ’24: $43MQ3 ’24: $49MQ4 ’24: $49MQ4 ’24Q1 ’25: $50MQ2 ’25: $47MQ3 ’25: $41MQ4 ’25: $40MQ4 ’25Q1 ’26: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026299.0K$43M+0.22%
Q4 2025281.1K$40M+0.22%
Q3 2025267.2K$41M+0.24%
Q2 2025294.4K$47M+0.37%
Q1 2025295.0K$50M+0.44%
Q4 2024291.2K$49M+0.43%
Q3 2024281.8K$49M+0.45%
Q2 2024262.3K$43M+0.46%
Q1 2024257.9K$42M+0.46%
Q4 2023251.4K$37M+0.50%
Q3 2023247.5K$36M+0.55%
Q2 2023253.7K$38M+0.58%
Q1 2023245.0K$36M+0.58%
Q4 2022239.6K$36M+0.62%
Q3 2022234.8K$30M+0.55%
Q2 2022206.6K$30M+0.54%
Q1 2022204.7K$31M+0.48%
Q4 2021198.4K$32M+0.49%
Q3 2021198.9K$28M+0.48%
Q2 2021194.2K$26M+0.44%
Q1 2021438.3K$59.4B+0.52%
Q4 2020181.3K$25M+0.55%
Q3 2020178.3K$25M+0.62%
Q2 2020251.6K$30M+0.86%
Q1 2020230.0K$25M+0.93%
Q4 2019237.2K$30M+0.88%
Q3 2019232.8K$29M+0.98%
Q2 2019229.6K$25M+0.92%
Q1 2019231.0K$24M+1.02%
Q4 2018226.2K$21M+1.01%

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