JFS Wealth Advisors’s PG&E PCG Stock Holding History

JFS Wealth 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	$8.59K	Hold	510	–	–	﹤0.01%	1075
2026 Q1	$8.97K	Sell	510 -2,360	-82%	-$40.2K	﹤0.01%	992
2025 Q4	$46.2K	Buy	2,870 +212	+8%	+$3.39K	﹤0.01%	543
2025 Q3	$40.1K	Buy	2,658 +1,991	+299%	+$29K	﹤0.01%	550
2025 Q2	$9.3K	Buy	667 +17	+3%	+$277	﹤0.01%	889
2025 Q1	$11.2K	Hold	650	–	–	﹤0.01%	842
2024 Q4	$13.1K	Hold	650	–	–	﹤0.01%	775
2024 Q3	$12.9K	Buy	650 +17	+3%	+$318	﹤0.01%	773
2024 Q2	$11.1K	Hold	633	–	–	﹤0.01%	770
2024 Q1	$10.6K	Hold	633	–	–	﹤0.01%	798
2023 Q4	$11.4K	Hold	633	–	–	﹤0.01%	735
2023 Q3	$10.2K	Hold	633	–	–	﹤0.01%	717
2023 Q2	$10.9K	Sell	633 -9	-1%	-$152	﹤0.01%	702
2023 Q1	$10.4K	Sell	642 -23	-3%	-$363	﹤0.01%	708
2022 Q4	$10.8K	Buy	665 +28	+4%	+$423	﹤0.01%	678
2022 Q3	$8K	Buy	637 +286	+81%	+$3.35K	﹤0.01%	820
2022 Q2	$4K	Sell	351 -105	-23%	-$1.24K	﹤0.01%	1104
2022 Q1	$5K	Buy	456 +268	+143%	+$3.17K	﹤0.01%	1056
2021 Q4	$2K	Buy	188 +178	+1,780%	+$2.09K	﹤0.01%	1132
2021 Q3	$0	Hold	10	–	–	﹤0.01%	843
2021 Q2	$0	Hold	10	–	–	﹤0.01%	628
2021 Q1	$0	Hold	10	–	–	﹤0.01%	617
2020 Q4	$0	Hold	10	–	–	﹤0.01%	614
2020 Q3	$0	Hold	10	–	–	﹤0.01%	590
2020 Q2	$0	Hold	10	–	–	﹤0.01%	565
2020 Q1	$0	Hold	10	–	–	﹤0.01%	555
2019 Q4	$0	Hold	10	–	–	﹤0.01%	541
2019 Q3	$0	Hold	10	–	–	﹤0.01%	532
2019 Q2	$0	Hold	10	–	–	﹤0.01%	478
2019 Q1	$0	Hold	10	–	–	﹤0.01%	475
2018 Q4	$0	Hold	10	–	–	﹤0.01%	514
2018 Q3	$0	Hold	10	–	–	﹤0.01%	542
2018 Q2	$0	Hold	10	–	–	﹤0.01%	530
2018 Q1	$0	Hold	10	–	–	﹤0.01%	562
2017 Q4	$0	Hold	10	–	–	﹤0.01%	552
2017 Q3	$1K	Sell	10 -41	-80%	-$2.81K	﹤0.01%	430
2017 Q2	$3K	Buy	51 +41	+410%	+$2.76K	﹤0.01%	390
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	425
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	425
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	465
2016 Q2	$1K	Hold	10	–	–	﹤0.01%	480
2016 Q1	$1K	Hold	10	–	–	﹤0.01%	591
2015 Q4	$1K	Hold	10	–	–	﹤0.01%	523
2015 Q3	$1K	Sell	10 -18	-64%	-$920	﹤0.01%	459
2015 Q2	$1K	Hold	28	–	–	﹤0.01%	489
2015 Q1	$1K	Buy	28 +18	+180%	+$994	﹤0.01%	490
2014 Q4	$1K	Hold	10	–	–	﹤0.01%	504
2014 Q3	$0	Hold	10	–	–	﹤0.01%	494
2014 Q2	$0	Buy	+10	New	+$453	﹤0.01%	487

Other funds holding PCG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JFS Wealth Advisors's PCG Position: Q2 2026 in Review

JFS Wealth Advisors held its PG&E (PCG) position steady in Q2 2026 at 510 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

JFS Wealth Advisors first reported a position in PCG in Q2 2014 and has held it in 49 quarters since. The position peaked at $46.2K in Q4 2025. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

JFS Wealth Advisors held 510 shares of PG&E worth $8.59K as of Q2 2026.
JFS Wealth Advisors left its PG&E share count unchanged in Q2 2026.
PG&E made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1075 holding.
JFS Wealth Advisors first reported a position in PG&E in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's PG&E position peaked at $46.2K in Q4 2025.
934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.