FFA
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Farther Finance Advisors’s PG&E PCG Stock Holding History

Farther Finance Advisors’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
Q3 		$644K Sell
52,609
-30,012
-36% -$481K ﹤0.01% 1399
2026
Q2 		$1.39M Sell
82,621
-211
-0.3% -$3.55K 0.01% 911
2026
Q1 		$1.47M Buy
82,832
+915
+1% +$15.6K 0.01% 780
2025
Q4 		$1.32M Buy
81,917
+36,480
+80% +$583K 0.01% 758
2025
Q3 		$685K Buy
45,437
+2,373
+6% +$34.6K 0.01% 916
2025
Q2 		$600K Buy
43,064
+317
+0.7% +$5.16K 0.01% 825
2025
Q1 		$738K Buy
42,747
+785
+2% +$13K 0.02% 627
2024
Q4 		$847K Buy
41,962
+1,084
+3% +$22.1K 0.03% 416
2024
Q3 		$808K Sell
40,878
-6,698
-14% -$125K 0.03% 414
2024
Q2 		$817K Buy
47,576
+5,117
+12% +$90.1K 0.04% 343
2024
Q1 		$703K Buy
42,459
+12,811
+43% +$215K 0.04% 316
2023
Q4 		$535K Sell
29,648
-4,588
-13% -$77.5K 0.04% 333
2023
Q3 		$552K Buy
34,236
+816
+2% +$14K 0.09% 191
2023
Q2 		$577K Buy
33,420
+98
+0.3% +$1.66K 0.13% 145
2023
Q1 		$539K Buy
33,322
+9,331
+39% +$147K 0.16% 120
2022
Q4 		$390K Buy
+23,991
New +$363K 0.15% 131

Other funds holding PCG

ML
MILFAM LLC Stuart, Florida $145M AUM
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Farther Finance Advisors's PCG Position: Q3 2026 in Review

Farther Finance Advisors reduced its PG&E (PCG) stake by 36% in Q3 2026, selling an estimated $481K and leaving 52,609 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Farther Finance Advisors first reported a position in PCG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.47M in Q1 2026. 37 funds tracked by Wall St. Rank hold PCG as of Q3 2026.

  • Farther Finance Advisors held 52,609 shares of PG&E worth $644K as of Q3 2026.
  • Farther Finance Advisors sold 30,012 PG&E shares in Q3 2026, an estimated $481K.
  • PG&E made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1399 holding.
  • Farther Finance Advisors first reported a position in PG&E in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's PG&E position peaked at $1.47M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held PG&E as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.