Aptus Capital Advisors Boosts Procter & Gamble Stake

Investment firm increases holdings in consumer goods giant by 11.7% in Q3

Published on Mar. 6, 2026

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Aptus Capital Advisors LLC raised its stake in shares of Procter & Gamble Company (The) (NYSE:PG) by 11.7% during the third quarter, according to the company's latest 13F filing with the SEC. The fund now owns 297,752 shares of the consumer goods company's stock, valued at $45,750,000.

Why it matters

Procter & Gamble is one of the world's largest consumer goods companies, with a diverse portfolio of household and personal care brands. Institutional investors closely monitor changes in ownership of P&G shares, as it can signal broader market sentiment and investment trends around the stock.

The details

Aptus Capital Advisors added 31,150 shares of Procter & Gamble to its portfolio during the third quarter. The investment firm now holds a total of 297,752 P&G shares, up from 266,602 shares in the prior quarter. Aptus Capital Advisors is an independent registered investment advisory firm based in Fairhope, Alabama.

  • Aptus Capital Advisors increased its P&G stake during the third quarter of 2026.

The players

Aptus Capital Advisors LLC

An independent registered investment advisory firm based in Fairhope, Alabama.

Procter & Gamble Company (The)

A multinational consumer goods company headquartered in Cincinnati, Ohio, founded in 1837 and known for its diverse portfolio of household and personal care brands.

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The takeaway

This increase in Aptus Capital Advisors' Procter & Gamble stake suggests the investment firm sees continued growth potential in the consumer goods giant, even as broader market conditions remain uncertain.