Crewe Advisors’s PG&E PCG Stock Holding History

Crewe 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	$3.37K	Buy	+200	New	+$3.37K	﹤0.01%	939
2026 Q1	–	Sell	-172	Closed	-$2.77K	–	1112
2025 Q4	$2.77K	Buy	+172	New	+$2.75K	﹤0.01%	827
2024 Q3	–	Sell	-4,041	Closed	-$70.6K	–	920
2024 Q2	$70.6K	Buy	4,041 +2,863	+243%	+$50.4K	0.01%	316
2024 Q1	$19.7K	Buy	+1,178	New	+$19.7K	﹤0.01%	497
2023 Q3	–	Sell	-885	Closed	-$15.3K	–	833
2023 Q2	$15.3K	Buy	+885	New	+$15K	﹤0.01%	365
2022 Q4	–	Sell	-440	Closed	-$6K	–	1193
2022 Q3	$6K	Buy	440 +140	+47%	+$1.64K	﹤0.01%	809
2022 Q2	$3K	Buy	+300	New	+$3.53K	﹤0.01%	912
2018 Q1	–	Sell	-172	Closed	-$8K	–	283
2017 Q4	$8K	Buy	+172	New	+$9.63K	0.01%	224

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

Crewe Advisors's PCG Position: Q2 2026 in Review

Crewe Advisors opened a new position in PG&E (PCG) in Q2 2026: 200 shares worth $3.37K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in PCG as recently as Q4 2025.

Crewe Advisors first reported a position in PCG in Q4 2017 and has held it in 8 quarters since. The position peaked at $70.6K in Q2 2024. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

Crewe Advisors held 200 shares of PG&E worth $3.37K as of Q2 2026.
PG&E was a new Crewe Advisors position in Q2 2026.
PG&E made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #939 holding.
Crewe Advisors first reported a position in PG&E in Q4 2017 and has held it in 8 quarters since.
Crewe Advisors's PG&E position peaked at $70.6K in Q2 2024.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.