EFG
PCG icon

Ethos Financial Group’s PG&E PCG Stock Holding History

Ethos Financial 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
Q2 		$455K Sell
27,062
-773
-3% -$13K 0.03% 383
2026
Q1 		$447K Hold
27,835
– – 0.03% 331
2025
Q4 		$447K Sell
27,835
-1,474
-5% -$23.5K 0.03% 314
2025
Q3 		$442K Buy
29,309
+4,880
+20% +$71.2K 0.03% 289
2025
Q2 		$341K Buy
24,429
+4,168
+21% +$67.8K 0.03% 319
2025
Q1 		$348K Buy
+20,261
New +$336K 0.03% 298

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

Ethos Financial Group's PCG Position: Q2 2026 in Review

Ethos Financial Group reduced its PG&E (PCG) stake by 2.8% in Q2 2026, selling an estimated $13K and leaving 27,062 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #383.

Ethos Financial Group first reported a position in PCG in Q1 2025 and has held it in 6 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Ethos Financial Group held 27,062 shares of PG&E worth $455K as of Q2 2026.
  • Ethos Financial Group sold 773 PG&E shares in Q2 2026, an estimated $13K.
  • PG&E made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #383 holding.
  • Ethos Financial Group first reported a position in PG&E in Q1 2025 and has held it in 6 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.