EFG
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Everhart Financial Group’s PG&E PCG Stock Holding History

Everhart 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 		$213K Sell
12,661
-1,182
-9% -$19.9K 0.01% 445
2026
Q1 		$243K Buy
13,843
+3,574
+35% +$60.8K 0.02% 407
2025
Q4 		$165K Sell
10,269
-101
-1% -$1.61K 0.02% 411
2025
Q3 		$156K Buy
+10,370
New +$151K 0.02% 383
2025
Q1 		– Sell
-11,403
Closed -$230K – 344
2024
Q4 		$230K Buy
11,403
+159
+1% +$3.23K 0.05% 290
2024
Q3 		$222K Buy
+11,244
New +$210K 0.05% 299

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

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

Everhart Financial Group reduced its PG&E (PCG) stake by 8.5% in Q2 2026, selling an estimated $19.9K and leaving 12,661 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #445.

Everhart Financial Group first reported a position in PCG in Q3 2024 and has held it in 6 quarters since. The position peaked at $243K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Everhart Financial Group held 12,661 shares of PG&E worth $213K as of Q2 2026.
  • Everhart Financial Group sold 1,182 PG&E shares in Q2 2026, an estimated $19.9K.
  • PG&E made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #445 holding.
  • Everhart Financial Group first reported a position in PG&E in Q3 2024 and has held it in 6 quarters since.
  • Everhart Financial Group's PG&E position peaked at $243K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.