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Bay Harbor Wealth Management’s PG&E PCG Stock Holding History

Bay Harbor 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 		$5.43K Buy
323
+70
+28% +$1.18K ﹤0.01% 404
2026
Q1 		$4.45K Buy
253
+76
+43% +$1.29K ﹤0.01% 373
2025
Q4 		$2.85K Buy
177
+89
+101% +$1.42K ﹤0.01% 403
2025
Q3 		$1.33K Buy
88
+29
+49% +$423 ﹤0.01% 453
2025
Q2 		$823 Buy
59
+16
+37% +$260 ﹤0.01% 504
2025
Q1 		$739 Buy
+43
New +$713 ﹤0.01% 349

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

Bay Harbor Wealth Management's PCG Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its PG&E (PCG) stake by 28% in Q2 2026, buying an estimated $1.18K and bringing the position to 323 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Bay Harbor Wealth Management first reported a position in PCG in Q1 2025 and has held it in 6 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Bay Harbor Wealth Management held 323 shares of PG&E worth $5.43K as of Q2 2026.
  • Bay Harbor Wealth Management bought 70 PG&E shares in Q2 2026, an estimated $1.18K.
  • PG&E made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Bay Harbor Wealth Management first reported a position in PG&E in Q1 2025 and has held it in 6 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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