EFS
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Essex Financial Services’s PG&E PCG Stock Holding History

Essex Financial Services’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 		$429K Sell
25,484
-6,127
-19% -$103K 0.02% 530
2026
Q1 		$555K Buy
31,611
+3,888
+14% +$66.2K 0.03% 432
2025
Q4 		$446K Buy
27,723
+11,802
+74% +$189K 0.03% 475
2025
Q3 		$240K Buy
+15,921
New +$232K 0.01% 641

Other funds holding PCG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Essex Financial Services's PCG Position: Q2 2026 in Review

Essex Financial Services reduced its PG&E (PCG) stake by 19% in Q2 2026, selling an estimated $103K and leaving 25,484 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #530.

Essex Financial Services first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $555K in Q1 2026. 612 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Essex Financial Services held 25,484 shares of PG&E worth $429K as of Q2 2026.
  • Essex Financial Services sold 6,127 PG&E shares in Q2 2026, an estimated $103K.
  • PG&E made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #530 holding.
  • Essex Financial Services first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Essex Financial Services's PG&E position peaked at $555K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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