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J. Safra Asset Management’s PG&E PCG Stock Holding History

J. Safra Asset Management’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 		$5.38K Hold
320
– – ﹤0.01% 489
2026
Q1 		$5.62K Hold
320
– – ﹤0.01% 448
2025
Q4 		$5.14K Hold
320
– – ﹤0.01% 421
2025
Q3 		$4.83K Buy
+320
New +$4.67K ﹤0.01% 312
2024
Q2 		– Sell
-308
Closed -$5.16K – 279
2024
Q1 		$5.16K Buy
+308
New +$5.16K ﹤0.01% 154

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

J. Safra Asset Management's PCG Position: Q2 2026 in Review

J. Safra Asset Management held its PG&E (PCG) position steady in Q2 2026 at 320 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

J. Safra Asset Management first reported a position in PCG in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.62K in Q1 2026. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • J. Safra Asset Management held 320 shares of PG&E worth $5.38K as of Q2 2026.
  • J. Safra Asset Management left its PG&E share count unchanged in Q2 2026.
  • PG&E made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #489 holding.
  • J. Safra Asset Management first reported a position in PG&E in Q1 2024 and has held it in 5 quarters since.
  • J. Safra Asset Management's PG&E position peaked at $5.62K in Q1 2026.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.