CFM
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Compass Financial Management’s PG&E PCG Stock Holding History

Compass Financial 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 		$336 Buy
+20
New +$337 ﹤0.01% 1450

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Compass Financial Management's PCG Position: Q2 2026 in Review

Compass Financial Management opened a new position in PG&E (PCG) in Q2 2026: 20 shares worth $336. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

874 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Compass Financial Management held 20 shares of PG&E worth $336 as of Q2 2026.
  • PG&E was a new Compass Financial Management position in Q2 2026.
  • PG&E made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1450 holding.
  • 874 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.