Jones Financial Companies
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Jones Financial Companies’s PG&E PCG Stock Holding History

Jones Financial Companies’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 		$3.2M Buy
186,582
+170,760
+1,079% +$2.91M ﹤0.01% 1246
2025
Q4 		$254K Sell
15,822
-2,371
-13% -$37.9K ﹤0.01% 1800
2025
Q3 		$272K Buy
18,193
+182
+1% +$2.65K ﹤0.01% 1660
2025
Q2 		$252K Sell
18,011
-1,390
-7% -$22.6K ﹤0.01% 1561
2025
Q1 		$330K Sell
19,401
-8,624
-31% -$143K ﹤0.01% 1298
2024
Q4 		$566K Sell
28,025
-18,206
-39% -$370K ﹤0.01% 946
2024
Q3 		$916K Sell
46,231
-80,098
-63% -$1.5M ﹤0.01% 633
2024
Q2 		$2.21M Buy
+126,329
New +$2.22M ﹤0.01% 302
2024
Q1 		– Sell
-116
Closed -$2.09K – 1429
2023
Q4 		$2.09K Buy
116
+81
+231% +$1.37K ﹤0.01% 901
2023
Q3 		$565 Buy
+35
New +$601 ﹤0.01% 665
2023
Q1 		– Sell
-134
Closed -$2K – 723
2022
Q4 		$2K Buy
+134
New +$2.03K ﹤0.01% 612
2022
Q3 		– Sell
-71
Closed -$1K – 681
2022
Q2 		$1K Buy
+71
New +$835 ﹤0.01% 667
2021
Q2 		– Sell
-130
Closed -$2K – 752
2021
Q1 		$2K Hold
130
– – ﹤0.01% 741
2020
Q4 		$2K Buy
+130
New +$1.47K ﹤0.01% 619
2013
Q4 		– Sell
-2,025
Closed -$83K – 452
2013
Q3 		$83K Buy
2,025
+1,407
+228% +$61.2K ﹤0.01% 254
2013
Q2 		$29K Buy
+618
New +$28.5K ﹤0.01% 398

Other funds holding PCG

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
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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