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BOK Financial Private Wealth’s PG&E PCG Stock Holding History

BOK Financial Private Wealth’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 		$389 Buy
+23
New +$387 ﹤0.01% 759
2025
Q2 		– Sell
-910
Closed -$15.7K – 477
2025
Q1 		$15.7K Buy
+910
New +$15.1K ﹤0.01% 360

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

BOK Financial Private Wealth's PCG Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in PG&E (PCG) in Q2 2026: 23 shares worth $389. The stake represents ﹤0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in PCG as recently as Q1 2025.

BOK Financial Private Wealth first reported a position in PCG in Q1 2025 and has held it in 2 quarters since. The position peaked at $15.7K in Q1 2025. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • BOK Financial Private Wealth held 23 shares of PG&E worth $389 as of Q2 2026.
  • PG&E was a new BOK Financial Private Wealth position in Q2 2026.
  • PG&E made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #759 holding.
  • BOK Financial Private Wealth first reported a position in PG&E in Q1 2025 and has held it in 2 quarters since.
  • BOK Financial Private Wealth's PG&E position peaked at $15.7K in Q1 2025.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.