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Ethos Financial Group’s Portland General Electric POR Stock Holding History

Ethos Financial Group’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.44M Buy
27,815
+289
+1% +$14.7K 0.1% 184
2026
Q1 		$1.32M Hold
27,526
– – 0.1% 173
2025
Q4 		$1.32M Sell
27,526
-247
-0.9% -$11.7K 0.1% 171
2025
Q3 		$1.22M Buy
27,773
+1,891
+7% +$79.4K 0.1% 162
2025
Q2 		$1.05M Buy
25,882
+1,406
+6% +$59K 0.09% 167
2025
Q1 		$1.09M Buy
+24,476
New +$1.05M 0.1% 154

Other funds holding POR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Ethos Financial Group increased its Portland General Electric (POR) stake by 1% in Q2 2026, buying an estimated $14.7K and bringing the position to 27,815 shares worth $1.44M. The position accounts for 0.1% of the portfolio, ranked #184.

Ethos Financial Group first reported a position in POR in Q1 2025 and has held it in 6 quarters since. 504 funds tracked by Wall St. Rank hold POR as of Q2 2026.

  • Ethos Financial Group held 27,815 shares of Portland General Electric worth $1.44M as of Q2 2026.
  • Ethos Financial Group bought 289 Portland General Electric shares in Q2 2026, an estimated $14.7K.
  • Portland General Electric made up 0.1% of Ethos Financial Group's portfolio in Q2 2026, its #184 holding.
  • Ethos Financial Group first reported a position in Portland General Electric in Q1 2025 and has held it in 6 quarters since.
  • 504 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

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