SEC 13F Intelligence

Sound View Wealth Advisors Group, LLC / PG

Sound View Wealth Advisors Group, LLC’s Procter & Gamble Co Position

Does Sound View Wealth Advisors Group, LLC own Procter & Gamble Co (PG)? Yes78.5K shares worth $11M (+0.77% of its 13F portfolio) as of Q1 2026, down from 80.3K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
78.5K
% of Portfolio
+0.77%
Quarters Held
28
currently held

Position History PG

Reported value by quarter
Q2 ’19: $9MQ2 ’19Q3 ’19: $9MQ4 ’19: $7MQ1 ’20: $6MQ2 ’20: $7MQ2 ’20Q3 ’20: $8MQ4 ’20: $8MQ1 ’21: $8MQ2 ’21: $7MQ2 ’21Q3 ’21: $7MQ4 ’21: $9MQ1 ’22: $9MQ2 ’22: $8MQ2 ’22Q3 ’22: $7MQ4 ’22: $13MQ1 ’23: $13MQ2 ’23: $13MQ2 ’23Q3 ’23: $13MQ4 ’23: $13MQ1 ’24: $14MQ2 ’24: $14MQ2 ’24Q3 ’24: $15MQ4 ’24: $15MQ1 ’25: $14MQ2 ’25: $14MQ2 ’25Q3 ’25: $13MQ4 ’25: $12MQ1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202678.5K$11M+0.77%
Q4 202580.3K$12M+0.77%
Q3 202583.6K$13M+0.88%
Q2 202586.5K$14M+1.02%
Q1 202584.8K$14M+1.19%
Q4 202490.5K$15M+1.22%
Q3 202489.4K$15M+1.26%
Q2 202482.2K$14M+1.40%
Q1 202483.6K$14M+1.45%
Q4 202389.0K$13M+1.44%
Q3 202390.8K$13M+1.65%
Q2 202382.5K$13M+1.64%
Q1 202389.1K$13M+1.82%
Q4 202289.0K$13M+1.44%
Q3 202254.9K$7M+1.55%
Q2 202256.4K$8M+1.70%
Q1 202256.0K$9M+1.63%
Q4 202153.4K$9M+1.65%
Q3 202153.3K$7M+1.56%
Q2 202155.4K$7M+1.57%
Q1 202157.0K$8M+1.80%
Q4 202056.9K$8M+1.93%
Q3 202056.9K$8M+2.08%
Q2 202057.2K$7M+1.93%
Q1 202054.9K$6M+2.09%
Q4 201954.8K$7M+1.93%
Q3 201970.1K$9M+2.60%
Q2 201982.6K$9M+2.68%

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