Focus Partners Wealth
PCG icon

Focus Partners Wealth’s PG&E PCG Stock Holding History

Focus Partners Wealth’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 		$49.6M Buy
2,947,922
+6,517
+0.2% +$110K 0.05% 316
2026
Q1 		$51.7M Buy
2,941,405
+577,760
+24% +$9.83M 0.06% 282
2025
Q4 		$38M Buy
2,363,645
+2,110,091
+832% +$33.7M 0.04% 347
2025
Q3 		$3.82M Buy
253,554
+183,626
+263% +$2.68M 0.01% 827
2025
Q2 		$975K Sell
69,928
-13,888
-17% -$226K ﹤0.01% 1156
2025
Q1 		$1.44M Buy
83,816
+39,937
+91% +$662K ﹤0.01% 946
2024
Q4 		$885K Buy
43,879
+3,491
+9% +$71K ﹤0.01% 1094
2024
Q3 		$798K Buy
+40,388
New +$756K ﹤0.01% 1007

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

Focus Partners Wealth's PCG Position: Q2 2026 in Review

Focus Partners Wealth increased its PG&E (PCG) stake by 0.22% in Q2 2026, buying an estimated $110K and bringing the position to 2,947,922 shares worth $49.6M. The position accounts for 0.05% of the portfolio, ranked #316.

Focus Partners Wealth first reported a position in PCG in Q3 2024 and has held it in 8 quarters since. The position peaked at $51.7M in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Focus Partners Wealth held 2,947,922 shares of PG&E worth $49.6M as of Q2 2026.
  • Focus Partners Wealth bought 6,517 PG&E shares in Q2 2026, an estimated $110K.
  • PG&E made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #316 holding.
  • Focus Partners Wealth first reported a position in PG&E in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's PG&E position peaked at $51.7M in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.