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Annis Gardner Whiting Capital Advisors’s PG&E PCG Stock Holding History

Annis Gardner Whiting Capital Advisors’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
Q1 		$5.02K Buy
285
+102
+56% +$1.74K ﹤0.01% 958
2025
Q4 		$2.95K Buy
183
+23
+14% +$367 ﹤0.01% 923
2025
Q3 		$2.42K Buy
160
+96
+150% +$1.4K ﹤0.01% 861
2025
Q2 		$893 Sell
64
-103
-62% -$1.68K ﹤0.01% 1097
2025
Q1 		$2.87K Sell
167
-587
-78% -$9.74K ﹤0.01% 667
2024
Q4 		$15.2K Sell
754
-90
-11% -$1.83K ﹤0.01% 480
2024
Q3 		$16.7K Hold
844
– – ﹤0.01% 487
2024
Q2 		$14.7K Buy
844
+249
+42% +$4.38K ﹤0.01% 628
2024
Q1 		$9.98K Sell
595
-699
-54% -$11.7K ﹤0.01% 672
2023
Q4 		$23.3K Buy
1,294
+208
+19% +$3.51K 0.01% 376
2023
Q3 		$17.5K Buy
+1,086
New +$18.7K 0.01% 409

Other funds holding PCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return