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Concurrent Investment Advisors’s PG&E PCG Stock Holding History

Concurrent Investment Advisors’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
-10,389
Closed -$183K – 2181
2026
Q1 		$183K Buy
+10,389
New +$177K ﹤0.01% 1762

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

Concurrent Investment Advisors's PCG Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of PG&E (PCG) in Q2 2026, closing a stake of 10,389 shares — an estimated $183K sold.

Concurrent Investment Advisors first reported a position in PCG in Q1 2026 and held it in 1 quarter. The position peaked at $183K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining PG&E position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,389 PG&E shares in Q2 2026, an estimated $183K.
  • Concurrent Investment Advisors first reported a position in PG&E in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's PG&E position peaked at $183K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.