Ameritas Advisory Services’s PG&E PCG Stock Holding History

Ameritas Advisory Services’s Portfolio PCG Stock Details PCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.3K	Buy	+2,393	New	+$40.3K	﹤0.01%	1287
2025 Q4	–	Sell	-527	Closed	-$7.95K	–	1769
2025 Q3	$7.95K	Sell	527 -1,783	-77%	-$26K	﹤0.01%	1729
2025 Q2	$32.2K	Sell	2,310 -68,798	-97%	-$1.12M	﹤0.01%	1517
2025 Q1	$1.22M	Buy	+71,108	New	+$1.18M	0.05%	343
2023 Q2	–	Sell	-1,865	Closed	-$31.9K	–	1952
2023 Q1	$31.9K	Buy	+1,865	New	+$29.5K	﹤0.01%	1436

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ameritas Advisory Services's PCG Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in PG&E (PCG) in Q2 2026: 2,393 shares worth $40.3K. The stake represents ﹤0.01% of the portfolio and ranks #1287 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in PCG as recently as Q3 2025.

Ameritas Advisory Services first reported a position in PCG in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Ameritas Advisory Services held 2,393 shares of PG&E worth $40.3K as of Q2 2026.
PG&E was a new Ameritas Advisory Services position in Q2 2026.
PG&E made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1287 holding.
Ameritas Advisory Services first reported a position in PG&E in Q1 2023 and has held it in 5 quarters since.
Ameritas Advisory Services's PG&E position peaked at $1.22M in Q1 2025.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.