FFA
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Fi3 Financial Advisors’s PG&E PCG Stock Holding History

Fi3 Financial 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
Q1 		$757K Buy
42,971
+11,305
+36% +$192K 0.22% 46
2025
Q4 		$510K Buy
31,666
+17,209
+119% +$275K 0.16% 71
2025
Q3 		$218K Buy
+14,457
New +$211K 0.07% 146

Other funds holding PCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fi3 Financial Advisors's PCG Position: Q1 2026 in Review

Fi3 Financial Advisors increased its PG&E (PCG) stake by 36% in Q1 2026, buying an estimated $192K and bringing the position to 42,971 shares worth $757K. The position accounts for 0.22% of the portfolio, ranked #46.

Fi3 Financial Advisors first reported a position in PCG in Q3 2025 and has held it in 3 quarters since. 902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Fi3 Financial Advisors held 42,971 shares of PG&E worth $757K as of Q1 2026.
  • Fi3 Financial Advisors bought 11,305 PG&E shares in Q1 2026, an estimated $192K.
  • PG&E made up 0.22% of Fi3 Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Fi3 Financial Advisors first reported a position in PG&E in Q3 2025 and has held it in 3 quarters since.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.