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Axxcess Wealth Management’s PG&E PCG Stock Holding History

Axxcess Wealth Management’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 		$628K Buy
+37,311
New +$628K 0.01% 647
2026
Q1 		– Sell
-31,687
Closed -$509K – 804
2025
Q4 		$509K Buy
31,687
+13,896
+78% +$222K 0.01% 697
2025
Q3 		$268K Buy
17,791
+196
+1% +$2.86K 0.01% 791
2025
Q2 		$245K Sell
17,595
-40
-0.2% -$651 0.01% 779
2025
Q1 		$303K Sell
17,635
-32
-0.2% -$531 0.01% 680
2024
Q4 		$357K Buy
17,667
+3
+0% +$61 0.01% 627
2024
Q3 		$349K Buy
17,664
+44
+0.2% +$823 0.01% 643
2024
Q2 		$308K Sell
17,620
-597
-3% -$10.5K 0.01% 642
2024
Q1 		$305K Buy
18,217
+614
+3% +$10.3K 0.01% 658
2023
Q4 		$317K Hold
17,603
– – 0.01% 630
2023
Q3 		$284K Buy
+17,603
New +$303K 0.01% 614

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

Axxcess Wealth Management's PCG Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in PG&E (PCG) in Q2 2026: 37,311 shares worth $628K. The stake represents 0.01% of the portfolio and ranks #647 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PCG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PCG in Q3 2023 and has held it in 11 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Axxcess Wealth Management held 37,311 shares of PG&E worth $628K as of Q2 2026.
  • PG&E was a new Axxcess Wealth Management position in Q2 2026.
  • PG&E made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Axxcess Wealth Management first reported a position in PG&E in Q3 2023 and has held it in 11 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.