PG — PROCTER & GAMBLE CO

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported PROCTER & GAMBLE CO (PG) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.98% in 2024 Q2. The latest visible filing shows PG at 1.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RESOURCES MANAGEMENT CORP /CT/ /ADV's position in PROCTER & GAMBLE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PG was reported at 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.98% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PG stock page RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held PG — position size vs. price
% of Fund (quarterly)    PG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 81,511 +24,010 +41.8% 1.51% $11.7M 2026-02-14 (Est.) $160.07
2025 Q3 REDUCED 57,501 -23,834 -29.3% 1.24% $9.6M 2025-11-14 $146.63
2025 Q2 REDUCED 81,335 -270 -0.3% 1.76% $13.0M 2025-08-15 $152.21
2025 Q1 REDUCED 81,605 -855 -1.0% 1.96% $13.9M 2025-05-16 $159.91
2024 Q4 REDUCED 82,460 -96 -0.1% 1.89% $13.8M 2025-02-14 $158.54
2024 Q3 ADDED 82,556 +155 +0.2% 1.93% $14.3M 2024-11-15 $164.01
2024 Q2 REDUCED 82,401 -585 -0.7% 1.98% $13.6M 2024-08-14 $162.34
2024 Q1 ADDED 82,986 +82,839 +56353.1% 1.97% $13.5M 2024-05-15 $159.18
2023 Q4 REDUCED 147 -88,965 -99.8% 1.89% $12.8M 2024-02-14 $147.83
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PG

As of 2026 Q1 — sorted by position size

Roberts Foundation 100.0% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 5.51% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 5.2% Slocum, Gordon & Co LLP 4.84% Sunbeam Capital Management, LLC 3.89% Hamlin Capital Management, LLC 3Y 7Y 3.72% MITCHELL SINKLER & STARR/PA 3Y 7Y 3.49% Guinness Asset Management LTD 3Y 7Y 3.4% R.H. Investment Group, LLC 2.94% BCS Wealth Management 3Y 2.82%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and PG

These are the practical questions this page is built to answer before you even open the full history table.

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning PG?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported PG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PG position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for PG was 1.98% in 2024 Q2.

What is the latest reported PG position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 81,511 shares, equal to 1.51% of portfolio, with an estimated market value of $11.7M.

What does the chart on this PG ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV's quarterly PG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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