IFC Advisors’s PG&E PCG Stock Holding History

IFC 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
2025 Q2	–	Sell	-147,491	Closed	-$2.53M	–	177
2025 Q1	$2.53M	Buy	+147,491	New	+$2.45M	0.53%	40

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

IFC Advisors's PCG Position: Q2 2025 in Review

IFC Advisors sold out of PG&E (PCG) in Q2 2025, closing a stake of 147,491 shares — an estimated $2.53M sold.

IFC Advisors first reported a position in PCG in Q1 2025 and held it in 1 quarter. The position peaked at $2.53M in Q1 2025. 758 funds tracked by Wall St. Rank hold PCG as of Q2 2025.

IFC Advisors reported no remaining PG&E position as of Q2 2025 after selling out during the quarter.
IFC Advisors sold 147,491 PG&E shares in Q2 2025, an estimated $2.53M.
IFC Advisors first reported a position in PG&E in Q1 2025 and held it in 1 quarter.
IFC Advisors's PG&E position peaked at $2.53M in Q1 2025.
758 funds tracked by Wall St. Rank held PG&E as of Q2 2025.

Based on IFC Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.