FM
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Family Management’s PG&E PCG Stock Holding History

Family Management’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 		$321K Sell
19,058
-4,963
-21% -$83.5K 0.03% 215
2026
Q1 		$422K Buy
24,021
+4,370
+22% +$74.4K 0.05% 175
2025
Q4 		$316K Buy
+19,651
New +$314K 0.04% 184

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

Family Management's PCG Position: Q2 2026 in Review

Family Management reduced its PG&E (PCG) stake by 21% in Q2 2026, selling an estimated $83.5K and leaving 19,058 shares worth $321K. The position accounts for 0.03% of the portfolio, ranked #215.

Family Management first reported a position in PCG in Q4 2025 and has held it in 3 quarters since. The position peaked at $422K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Family Management held 19,058 shares of PG&E worth $321K as of Q2 2026.
  • Family Management sold 4,963 PG&E shares in Q2 2026, an estimated $83.5K.
  • PG&E made up 0.03% of Family Management's portfolio in Q2 2026, its #215 holding.
  • Family Management first reported a position in PG&E in Q4 2025 and has held it in 3 quarters since.
  • Family Management's PG&E position peaked at $422K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.