HFS
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Hantz Financial Services’s PG&E PCG Stock Holding History

Hantz Financial Services’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 		$2.21M Sell
125,549
-20,537
-14% -$349K 0.03% 319
2025
Q4 		$2.35M Buy
146,086
+127,069
+668% +$2.03M 0.03% 315
2025
Q3 		$287K Buy
19,017
+789
+4% +$11.5K ﹤0.01% 655
2025
Q2 		$254K Buy
18,228
+669
+4% +$10.9K ﹤0.01% 586
2025
Q1 		$302K Buy
17,559
+39
+0.2% +$647 0.01% 538
2024
Q4 		$354K Sell
17,520
-22,000
-56% -$448K 0.01% 523
2024
Q3 		$781K Hold
39,520
– – 0.01% 468
2024
Q2 		$690K Buy
+39,520
New +$696K 0.01% 479
2021
Q4 		– Sell
-1,541
Closed -$15K – 897
2021
Q3 		$15K Buy
1,541
+641
+71% +$6.05K ﹤0.01% 646
2021
Q2 		$9K Buy
+900
New +$9.66K ﹤0.01% 697

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