Arax Advisory Partners’s PG&E PCG Stock Holding History

Arax Advisory Partners’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	$9.78M	Buy	581,298 +527,127	+973%	+$8.87M	0.06%	308
2026 Q1	$944K	Buy	54,171 +36,277	+203%	+$617K	0.03%	443
2025 Q4	$288K	Sell	17,894 -643,620	-97%	-$10.3M	0.01%	848
2025 Q3	$9.98M	Buy	661,514 +656,923	+14,309%	+$9.58M	0.14%	104
2025 Q2	$64K	Buy	4,591 +202	+5%	+$3.29K	﹤0.01%	1125
2025 Q1	$75.4K	Buy	4,389 +4,305	+5,125%	+$71.4K	﹤0.01%	809
2024 Q4	$1.7K	Buy	84 +41	+95%	+$834	﹤0.01%	2045
2024 Q3	$851	Buy	+43	New	+$805	﹤0.01%	2306
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	547
2018 Q3	$2K	Buy	+50	New	+$2.23K	﹤0.01%	576

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

Arax Advisory Partners's PCG Position: Q2 2026 in Review

Arax Advisory Partners increased its PG&E (PCG) stake by 973% in Q2 2026, buying an estimated $8.87M and bringing the position to 581,298 shares worth $9.78M. The position accounts for 0.06% of the portfolio, ranked #308.

Arax Advisory Partners first reported a position in PCG in Q3 2018 and has held it in 10 quarters since. The position peaked at $9.98M in Q3 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Arax Advisory Partners held 581,298 shares of PG&E worth $9.78M as of Q2 2026.
Arax Advisory Partners bought 527,127 PG&E shares in Q2 2026, an estimated $8.87M.
PG&E made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #308 holding.
Arax Advisory Partners first reported a position in PG&E in Q3 2018 and has held it in 10 quarters since.
Arax Advisory Partners's PG&E position peaked at $9.98M in Q3 2025.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.