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Atria Investments’s PG&E PCG Stock Holding History

Atria Investments’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 		$659K Buy
39,159
+6,172
+19% +$104K 0.01% 1366
2026
Q1 		$580K Sell
32,987
-11,376
-26% -$194K 0.01% 1369
2025
Q4 		$713K Buy
44,363
+10,543
+31% +$168K 0.01% 1247
2025
Q3 		$510K Sell
33,820
-35,139
-51% -$513K 0.01% 1405
2025
Q2 		$961K Buy
68,959
+27,642
+67% +$450K 0.01% 1059
2025
Q1 		$710K Sell
41,317
-2,093
-5% -$34.7K 0.01% 1169
2024
Q4 		$876K Buy
43,410
+2,828
+7% +$57.5K 0.01% 1048
2024
Q3 		$802K Sell
40,582
-17,719
-30% -$332K 0.01% 1090
2024
Q2 		$1.02M Sell
58,301
-6,154
-10% -$108K 0.01% 916
2024
Q1 		$1.08M Sell
64,455
-15,797
-20% -$265K 0.01% 919
2023
Q4 		$1.45M Buy
+80,252
New +$1.36M 0.02% 734
2014
Q4 		– Sell
-19,375
Closed -$873K – 454
2014
Q3 		$873K Sell
19,375
-1,783
-8% -$82K 0.09% 196
2014
Q2 		$1.02M Sell
21,158
-14,291
-40% -$648K 0.1% 165
2014
Q1 		$1.53M Buy
35,449
+5,935
+20% +$252K 0.16% 118
2013
Q4 		$1.19M Buy
29,514
+10,121
+52% +$415K 0.12% 158
2013
Q3 		$794K Buy
+19,393
New +$843K 0.08% 208

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments's PCG Position: Q2 2026 in Review

Atria Investments increased its PG&E (PCG) stake by 19% in Q2 2026, buying an estimated $104K and bringing the position to 39,159 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #1366.

Atria Investments first reported a position in PCG in Q3 2013 and has held it in 16 quarters since. The position peaked at $1.53M in Q1 2014. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Atria Investments held 39,159 shares of PG&E worth $659K as of Q2 2026.
  • Atria Investments bought 6,172 PG&E shares in Q2 2026, an estimated $104K.
  • PG&E made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1366 holding.
  • Atria Investments first reported a position in PG&E in Q3 2013 and has held it in 16 quarters since.
  • Atria Investments's PG&E position peaked at $1.53M in Q1 2014.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.