ACA
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Aptus Capital Advisors’s PG&E PCG Stock Holding History

Aptus 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 		$424K Sell
24,143
-11,890
-33% -$202K ﹤0.01% 771
2025
Q4 		$579K Buy
36,033
+9,358
+35% +$149K ﹤0.01% 696
2025
Q3 		$402K Buy
26,675
+10,862
+69% +$158K ﹤0.01% 759
2025
Q2 		$220K Sell
15,813
-1,768
-10% -$28.8K ﹤0.01% 917
2025
Q1 		$302K Buy
17,581
+1,859
+12% +$30.8K ﹤0.01% 769
2024
Q4 		$317K Buy
15,722
+2,380
+18% +$48.4K ﹤0.01% 758
2024
Q3 		$264K Buy
13,342
+477
+4% +$8.93K ﹤0.01% 699
2024
Q2 		$225K Buy
12,865
+1,771
+16% +$31.2K ﹤0.01% 711
2024
Q1 		$186K Buy
+11,094
New +$186K ﹤0.01% 744

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