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Foundations Investment Advisors’s PG&E PCG Stock Holding History

Foundations Investment 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 		$323K Buy
19,189
+1,194
+7% +$20.1K ﹤0.01% 935
2026
Q1 		$316K Sell
17,995
-305
-2% -$5.19K ﹤0.01% 886
2025
Q4 		$294K Sell
18,300
-152
-0.8% -$2.43K ﹤0.01% 899
2025
Q3 		$278K Buy
18,452
+869
+5% +$12.7K ﹤0.01% 882
2025
Q2 		$245K Sell
17,583
-16,924
-49% -$275K ﹤0.01% 813
2025
Q1 		$593K Buy
34,507
+17,312
+101% +$287K 0.01% 533
2024
Q4 		$347K Buy
17,195
+402
+2% +$8.18K 0.01% 623
2024
Q3 		$332K Buy
16,793
+96
+0.6% +$1.8K 0.01% 607
2024
Q2 		$292K Buy
16,697
+118
+0.7% +$2.08K 0.01% 614
2024
Q1 		$278K Hold
16,579
– – 0.01% 598
2023
Q4 		$284K Buy
16,579
+10
+0.1% +$169 0.01% 562
2023
Q3 		$267K Hold
16,569
– – 0.01% 536
2023
Q2 		$286K Buy
+16,569
New +$281K 0.01% 481

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

Foundations Investment Advisors's PCG Position: Q2 2026 in Review

Foundations Investment Advisors increased its PG&E (PCG) stake by 6.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 19,189 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Foundations Investment Advisors first reported a position in PCG in Q2 2023 and has held it in 13 quarters since. The position peaked at $593K in Q1 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Foundations Investment Advisors held 19,189 shares of PG&E worth $323K as of Q2 2026.
  • Foundations Investment Advisors bought 1,194 PG&E shares in Q2 2026, an estimated $20.1K.
  • PG&E made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #935 holding.
  • Foundations Investment Advisors first reported a position in PG&E in Q2 2023 and has held it in 13 quarters since.
  • Foundations Investment Advisors's PG&E position peaked at $593K in Q1 2025.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

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