Diversify Advisory Services’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1M Buy
+56,945
New +$958K 0.02% 626
2026
Q1
Sell
-26,291
Closed -$410K 664
2025
Q4
$410K Sell
26,291
-1,678
-6% -$26.8K 0.01% 665
2025
Q3
$445K Sell
27,969
-3,236
-10% -$47.2K 0.01% 600
2025
Q2
$482K Sell
31,205
-37,661
-55% -$613K 0.02% 545
2025
Q1
$1.19M Buy
68,866
+44,407
+182% +$737K 0.07% 191
2024
Q4
$420K Sell
24,459
-2,233
-8% -$45.4K 0.02% 400
2024
Q3
$549K Sell
26,692
-9,324
-26% -$174K 0.03% 362
2024
Q2
$625K Sell
36,016
-30,955
-46% -$545K 0.03% 336
2024
Q1
$1.11M Buy
+66,971
New +$1.12M 0.07% 234

Other funds holding PCG

Diversify Advisory Services's PCG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in PG&E (PCG) in Q2 2026: 56,945 shares worth $1M. The stake represents 0.02% of the portfolio and ranks #626 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in PCG as recently as Q4 2025.

Diversify Advisory Services first reported a position in PCG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q1 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Diversify Advisory Services held 56,945 shares of PG&E worth $1M as of Q2 2026.
  • PG&E was a new Diversify Advisory Services position in Q2 2026.
  • PG&E made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #626 holding.
  • Diversify Advisory Services first reported a position in PG&E in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's PG&E position peaked at $1.19M in Q1 2025.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.