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CBIZ Investment Advisory Services’s PG&E PCG Stock Holding History

CBIZ Investment Advisory 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
Q1 		– Sell
-196
Closed -$3.16K – 656
2025
Q4 		$3.16K Buy
196
+31
+19% +$495 ﹤0.01% 583
2025
Q3 		$2.49K Buy
165
+62
+60% +$904 ﹤0.01% 544
2025
Q2 		$1.44K Buy
103
+71
+222% +$1.16K ﹤0.01% 572
2025
Q1 		$551 Buy
+32
New +$531 ﹤0.01% 543

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

CBIZ Investment Advisory Services's PCG Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of PG&E (PCG) in Q1 2026, closing a stake of 196 shares — an estimated $3.16K sold.

CBIZ Investment Advisory Services first reported a position in PCG in Q1 2025 and held it in 4 quarters. The position peaked at $3.16K in Q4 2025. 909 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining PG&E position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 196 PG&E shares in Q1 2026, an estimated $3.16K.
  • CBIZ Investment Advisory Services first reported a position in PG&E in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's PG&E position peaked at $3.16K in Q4 2025.
  • 909 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.