SEC 13F Intelligence

Greystone Financial Group, LLC / PG

Greystone Financial Group, LLC’s Procter & Gamble Co Position

Does Greystone Financial Group, LLC own Procter & Gamble Co (PG)? Yes32.4K shares worth $5M (+1.32% of its 13F portfolio) as of Q1 2026, up from 1.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
32.4K
% of Portfolio
+1.32%
Quarters Held
16
currently held

Position History PG

Reported value by quarter
Q4 ’20: $282,000Q4 ’20Q1 ’21: $8MQ2 ’21: $7MQ2 ’21Q3 ’21: $5MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ3 ’23: $5MQ3 ’23Q4 ’23: $7MQ1 ’24: $7MQ1 ’24Q2 ’24: $8MQ3 ’24: $7MQ3 ’24Q4 ’24: $7MQ1 ’25: $7MQ1 ’25Q2 ’25: $8MQ3 ’25: $202,541Q3 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.4K$5M+1.32%
Q3 20251.3K$202,541+0.03%
Q2 202550.4K$8M+1.32%
Q1 202541.2K$7M+1.27%
Q4 202440.0K$7M+1.17%
Q3 202438.3K$7M+1.19%
Q2 202446.7K$8M+1.51%
Q1 202442.8K$7M+1.39%
Q4 202345.5K$7M+1.54%
Q3 202335.4K$5M+1.29%
Q1 202251.0K$8M+1.97%
Q4 202149.3K$8M+1.93%
Q3 202139.2K$5M+1.63%
Q2 202155.4K$7M+1.86%
Q1 202155.0K$8M+1.89%
Q4 20202.2K$282,000+0.08%

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