Clayton Financial Group’s PG&E PCG Stock Holding History

Clayton Financial Group’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	–	Sell	-394	Closed	-$6.92K	–	432
2026 Q1	$6.92K	Hold	394	–	–	﹤0.01%	272
2025 Q4	$6.33K	Buy	+394	New	+$6.29K	﹤0.01%	280

Other funds holding PCG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clayton Financial Group's PCG Position: Q2 2026 in Review

Clayton Financial Group sold out of PG&E (PCG) in Q2 2026, closing a stake of 394 shares — an estimated $6.92K sold.

Clayton Financial Group first reported a position in PCG in Q4 2025 and held it in 2 quarters. The position peaked at $6.92K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Clayton Financial Group reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 394 PG&E shares in Q2 2026, an estimated $6.92K.
Clayton Financial Group first reported a position in PG&E in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's PG&E position peaked at $6.92K in Q1 2026.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.