CFO
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Callan Family Office’s PG&E PCG Stock Holding History

Callan Family Office’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 		$270K Sell
16,047
-2,100
-12% -$35.3K 0.01% 1042
2026
Q1 		$319K Buy
18,147
+3,686
+25% +$62.7K 0.01% 909
2025
Q4 		$232K Buy
14,461
+72
+0.5% +$1.15K 0.01% 1007
2025
Q3 		$217K Sell
14,389
-3,865
-21% -$56.4K 0.01% 803
2025
Q2 		$254K Buy
+18,254
New +$297K 0.01% 819

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

Callan Family Office's PCG Position: Q2 2026 in Review

Callan Family Office reduced its PG&E (PCG) stake by 12% in Q2 2026, selling an estimated $35.3K and leaving 16,047 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #1042.

Callan Family Office first reported a position in PCG in Q2 2025 and has held it in 5 quarters since. The position peaked at $319K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Callan Family Office held 16,047 shares of PG&E worth $270K as of Q2 2026.
  • Callan Family Office sold 2,100 PG&E shares in Q2 2026, an estimated $35.3K.
  • PG&E made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #1042 holding.
  • Callan Family Office first reported a position in PG&E in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's PG&E position peaked at $319K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.