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Kaufman Rossin Wealth’s PG&E PCG Stock Holding History

Kaufman Rossin Wealth’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 		$223K Sell
12,965
-1,580
-11% -$26.6K 0.11% 95
2026
Q1 		$256K Sell
14,545
-27,797
-66% -$473K 0.15% 84
2025
Q4 		$680K Buy
42,342
+30,797
+267% +$492K 0.35% 40
2025
Q3 		$174K Sell
11,545
-10,639
-48% -$155K 0.1% 151
2025
Q2 		$309K Buy
22,184
+4,275
+24% +$69.5K 0.2% 81
2025
Q1 		$308K Buy
+17,909
New +$297K 0.22% 87

Other funds holding PCG

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Kaufman Rossin Wealth's PCG Position: Q2 2026 in Review

Kaufman Rossin Wealth reduced its PG&E (PCG) stake by 11% in Q2 2026, selling an estimated $26.6K and leaving 12,965 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #95.

Kaufman Rossin Wealth first reported a position in PCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $680K in Q4 2025. 203 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Kaufman Rossin Wealth held 12,965 shares of PG&E worth $223K as of Q2 2026.
  • Kaufman Rossin Wealth sold 1,580 PG&E shares in Q2 2026, an estimated $26.6K.
  • PG&E made up 0.11% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #95 holding.
  • Kaufman Rossin Wealth first reported a position in PG&E in Q1 2025 and has held it in 6 quarters since.
  • Kaufman Rossin Wealth's PG&E position peaked at $680K in Q4 2025.
  • 203 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.