BRWA
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B. Riley Wealth Advisors’s PG&E PCG Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-13,413
Closed -$234K – 991
2026
Q1 		$234K Buy
+13,413
New +$228K 0.01% 662
2023
Q1 		– Sell
-19,702
Closed -$320K – 1594
2022
Q4 		$320K Buy
19,702
+1,344
+7% +$20.3K 0.01% 1018
2022
Q3 		$230K Buy
+18,358
New +$215K 0.01% 1162
2015
Q1 		– Sell
-1,475
Closed -$79K – 1563
2014
Q4 		$79K Buy
+1,475
New +$73.1K ﹤0.01% 1847
2014
Q3 		– Sell
-1,475
Closed -$70.8K – 1518
2014
Q2 		$70.8K Buy
+1,475
New +$66.8K 0.02% 871

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

B. Riley Wealth Advisors's PCG Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of PG&E (PCG) in Q2 2026, closing a stake of 13,413 shares — an estimated $234K sold.

B. Riley Wealth Advisors first reported a position in PCG in Q2 2014 and held it in 5 quarters. The position peaked at $320K in Q4 2022. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,413 PG&E shares in Q2 2026, an estimated $234K.
  • B. Riley Wealth Advisors first reported a position in PG&E in Q2 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's PG&E position peaked at $320K in Q4 2022.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.