CAG
PCG icon

Crestwood Advisors Group’s PG&E PCG Stock Holding History

Crestwood Advisors 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
Q1 		$439K Buy
24,965
+2,278
+10% +$38.8K 0.01% 462
2025
Q4 		$365K Buy
22,687
+2,265
+11% +$36.2K 0.01% 463
2025
Q3 		$308K Buy
20,422
+2,326
+13% +$33.9K 0.01% 462
2025
Q2 		$252K Buy
18,096
+238
+1% +$3.87K ﹤0.01% 479
2025
Q1 		$307K Buy
17,858
+367
+2% +$6.09K 0.01% 420
2024
Q4 		$353K Buy
17,491
+469
+3% +$9.54K 0.01% 357
2024
Q3 		$337K Buy
17,022
+363
+2% +$6.79K 0.01% 352
2024
Q2 		$291K Buy
16,659
+390
+2% +$6.87K 0.01% 356
2024
Q1 		$273K Buy
+16,269
New +$273K 0.01% 368

Other funds holding PCG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return