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Kelman-Lazarov Inc’s PG&E PCG Stock Holding History

Kelman-Lazarov Inc’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 		$227K Buy
+12,899
New +$219K 0.03% 134

Other funds holding PCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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 $432B AUM 30.22% 1-Year Est. Return

Kelman-Lazarov Inc's PCG Position: Q1 2026 in Review

Kelman-Lazarov Inc opened a new position in PG&E (PCG) in Q1 2026: 12,899 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #134 among its holdings.

902 funds tracked by Wall St. Rank hold PCG as of Q1 2026.

  • Kelman-Lazarov Inc held 12,899 shares of PG&E worth $227K as of Q1 2026.
  • PG&E was a new Kelman-Lazarov Inc position in Q1 2026.
  • PG&E made up 0.03% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #134 holding.
  • 902 funds tracked by Wall St. Rank held PG&E as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.