BFS
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Bare Financial Services’s PG&E PCG Stock Holding History

Bare Financial Services’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 		$2.32K Sell
138
-31
-18% -$522 ﹤0.01% 1097
2026
Q1 		$2.97K Buy
169
+95
+128% +$1.62K ﹤0.01% 851
2025
Q4 		$1.19K Hold
74
– – ﹤0.01% 1055
2025
Q3 		$1.12K Buy
+74
New +$1.08K ﹤0.01% 986

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

Bare Financial Services's PCG Position: Q2 2026 in Review

Bare Financial Services reduced its PG&E (PCG) stake by 18% in Q2 2026, selling an estimated $522 and leaving 138 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Bare Financial Services first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.97K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Bare Financial Services held 138 shares of PG&E worth $2.32K as of Q2 2026.
  • Bare Financial Services sold 31 PG&E shares in Q2 2026, an estimated $522.
  • PG&E made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1097 holding.
  • Bare Financial Services first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Bare Financial Services's PG&E position peaked at $2.97K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.