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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
Q2 		$303K Sell
12,590
-30,381
-71% -$511K 0.07% 156
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 $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

Fi3 Financial Advisors's PCG Position: Q2 2026 in Review

Fi3 Financial Advisors reduced its PG&E (PCG) stake by 71% in Q2 2026, selling an estimated $511K and leaving 12,590 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #156.

Fi3 Financial Advisors first reported a position in PCG in Q3 2025 and has held it in 4 quarters since. The position peaked at $757K in Q1 2026. 935 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Fi3 Financial Advisors held 12,590 shares of PG&E worth $303K as of Q2 2026.
  • Fi3 Financial Advisors sold 30,381 PG&E shares in Q2 2026, an estimated $511K.
  • PG&E made up 0.07% of Fi3 Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • Fi3 Financial Advisors first reported a position in PG&E in Q3 2025 and has held it in 4 quarters since.
  • Fi3 Financial Advisors's PG&E position peaked at $757K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.