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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
Q2 		$257K Buy
15,272
+2,373
+18% +$39.9K 0.03% 136
2026
Q1 		$227K Buy
+12,899
New +$219K 0.03% 134

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 $3.38T AUM 44.17% 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

Kelman-Lazarov Inc's PCG Position: Q2 2026 in Review

Kelman-Lazarov Inc increased its PG&E (PCG) stake by 18% in Q2 2026, buying an estimated $39.9K and bringing the position to 15,272 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #136.

Kelman-Lazarov Inc first reported a position in PCG in Q1 2026 and has held it in 2 quarters since. 937 funds tracked by Wall St. Rank hold PCG as of Q2 2026.

  • Kelman-Lazarov Inc held 15,272 shares of PG&E worth $257K as of Q2 2026.
  • Kelman-Lazarov Inc bought 2,373 PG&E shares in Q2 2026, an estimated $39.9K.
  • PG&E made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #136 holding.
  • Kelman-Lazarov Inc first reported a position in PG&E in Q1 2026 and has held it in 2 quarters since.
  • 937 funds tracked by Wall St. Rank held PG&E as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.