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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
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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return