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Daymark Wealth Partners’s PG&E PCG Stock Holding History

Daymark Wealth Partners’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 		$494K Sell
29,357
-17,876
-38% -$301K 0.01% 487
2026
Q1 		$830K Buy
+47,233
New +$804K 0.03% 329

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

Daymark Wealth Partners's PCG Position: Q2 2026 in Review

Daymark Wealth Partners reduced its PG&E (PCG) stake by 38% in Q2 2026, selling an estimated $301K and leaving 29,357 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #487.

Daymark Wealth Partners first reported a position in PCG in Q1 2026 and has held it in 2 quarters since. The position peaked at $830K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Daymark Wealth Partners held 29,357 shares of PG&E worth $494K as of Q2 2026.
  • Daymark Wealth Partners sold 17,876 PG&E shares in Q2 2026, an estimated $301K.
  • PG&E made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #487 holding.
  • Daymark Wealth Partners first reported a position in PG&E in Q1 2026 and has held it in 2 quarters since.
  • Daymark Wealth Partners's PG&E position peaked at $830K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.