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
Q2 		$3.84M Buy
220,807
+34,225
+18% +$576K ﹤0.01% 1306
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

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

Jones Financial Companies's PCG Position: Q2 2026 in Review

Jones Financial Companies increased its PG&E (PCG) stake by 18% in Q2 2026, buying an estimated $576K and bringing the position to 220,807 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

Jones Financial Companies first reported a position in PCG in Q2 2013 and has held it in 17 quarters since. 934 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Jones Financial Companies held 220,807 shares of PG&E worth $3.84M as of Q2 2026.
  • Jones Financial Companies bought 34,225 PG&E shares in Q2 2026, an estimated $576K.
  • PG&E made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1306 holding.
  • Jones Financial Companies first reported a position in PG&E in Q2 2013 and has held it in 17 quarters since.
  • 934 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.